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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $37,676 | $51,244-26.5% | $80,977-53.5% | $55,167-31.7% |
| Participation rate | 14.8% | 71.7%-56.9pp | 75.8%-61.0pp | 69.0%-54.2pp |
| Annual return | 7.94% | 17.39%-9.5pp | 17.11%-9.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $695 | $1,770-60.7% | $3,715-81.3% | $1,963-64.6% |
| Participant deferral / active EE | $679 | $4,418-84.6% | $5,696-88.1% | $3,054-77.8% |
| Admin fee / account holder | $142 | $398-64.2% | $5,517-97.4% | $504-71.7% |