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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,919 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,783 | $55,453-67.9% | $170,435-89.6% | $62,293-71.5% |
| Participation rate | 57.8% | 66.4%-8.6pp | 83.6%-25.8pp | 69.5%-11.7pp |
| Annual return | 10.94% | 21.38%-10.4pp | 205.94%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $909 | $2,164-58.0% | $5,432-83.3% | $2,042-55.5% |
| Participant deferral / active EE | $927 | $2,303-59.7% | $4,939-81.2% | $3,169-70.7% |
| Admin fee / account holder | $103 | $455-77.4% | $13,881-99.3% | $479-78.5% |