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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $418 |
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 | $19,563 | $38,365-49.0% | $84,628-76.9% | $65,185-70.0% |
| Participation rate | 14.0% | 55.7%-41.6pp | 68.2%-54.2pp | 70.2%-56.2pp |
| Annual return | 21.80% | 32.00%-10.2pp | 258.80%-237.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $37 | $1,258-97.0% | $2,653-98.6% | $2,177-98.3% |
| Participant deferral / active EE | $890 | $2,278-60.9% | $3,900-77.2% | $3,514-74.7% |
| Admin fee / account holder | $33 | $451-92.8% | $4,914-99.3% | $847-96.1% |