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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,798 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC Service code 10 | Accounting | $0 |
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 | $27,233 | $41,467-34.3% | $67,313-59.5% | $55,725-51.1% |
| Participation rate | 31.3% | 62.5%-31.2pp | 69.1%-37.8pp | 70.9%-39.6pp |
| Annual return | -5.11% | 0.82%-5.9pp | -4.08%-1.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,032 | $2,399-57.0% | $3,568-71.1% | $3,356-69.3% |
| Admin fee / account holder | $126 | $102+23.3% | $4,507-97.2% | $115+9.3% |