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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $62 |
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 | $17,359 | $32,425-46.5% | $74,577-76.7% | $55,167-68.5% |
| Participation rate | 13.6% | 54.0%-40.4pp | 68.1%-54.5pp | 69.0%-55.4pp |
| Annual return | 8.77% | 10.63%-1.9pp | 20.47%-11.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $75 | $1,043-92.8% | $2,525-97.0% | $1,963-96.2% |
| Participant deferral / active EE | $895 | $1,995-55.1% | $3,458-74.1% | $3,054-70.7% |
| Admin fee / account holder | $68 | $748-90.9% | $4,138-98.4% | $504-86.5% |