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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $2,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $31,603 | $65,118-51.5% | $76,768-58.8% | $55,725-43.3% |
| Participation rate | 45.2% | 79.6%-34.4pp | 77.0%-31.8pp | 70.9%-25.7pp |
| Annual return | -2.26% | -1.27%-1.0pp | 2.43%-4.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $404 | $1,941-79.2% | $2,485-83.7% | $2,078-80.6% |
| Participant deferral / active EE | $1,776 | $3,688-51.9% | $3,852-53.9% | $3,356-47.1% |
| Admin fee / account holder | $23 | $116-80.0% | $6,675-99.7% | $115-79.9% |