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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-0696635 | Recordkeeping | $5,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,174 | $66,124-74.0% | $90,404-81.0% | $73,488-76.6% |
| Participation rate | 67.0% | 69.7%-2.7pp | 72.7%-5.7pp | 70.7%-3.7pp |
| Annual return | 15.50% | 17.65%-2.1pp | 1293.02%-1277.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $723 | $2,346-69.2% | $3,262-77.8% | $2,270-68.1% |
| Participant deferral / active EE | $491 | $3,039-83.8% | $3,963-87.6% | $3,740-86.9% |
| Admin fee / account holder | $28 | $396-92.9% | $5,611-99.5% | $513-94.5% |