Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $710 |
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 | $50,988 | $65,322-21.9% | $70,492-27.7% | $73,501-30.6% |
| Participation rate | 38.2% | 77.0%-38.8pp | 75.1%-36.9pp | 70.7%-32.5pp |
| Annual return | 5.37% | 15.71%-10.3pp | 109.16%-103.8pp | 28.51%-23.1pp |
| Employer contribution / active EE | $781 | $2,460-68.3% | $2,738-71.5% | $2,270-65.6% |
| Participant deferral / active EE | $1,659 | $3,375-50.9% | $3,711-55.3% | $3,740-55.7% |
| Admin fee / account holder | $47 | $214-78.1% | $3,848-98.8% | $513-90.9% |