Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,155 | $60,795-17.5% | $69,480-27.8% | $65,188-23.1% |
| Participation rate | 48.8% | 74.9%-26.1pp | 74.6%-25.8pp | 70.2%-21.4pp |
| Annual return | 5.52% | 17.46%-11.9pp | 28.99%-23.5pp | 29.38%-23.9pp |
| Employer contribution / active EE | $861 | $2,452-64.9% | $2,780-69.0% | $2,177-60.4% |
| Participant deferral / active EE | $1,975 | $3,162-37.5% | $3,537-44.2% | $3,514-43.8% |
| Admin fee / account holder | $62 | $314-80.2% | $3,840-98.4% | $847-92.7% |