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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,717 |
Service code 16 · EIN 13-2638166 | Consulting | $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 | $45,583 | $61,356-25.7% | $149,696-69.5% | $71,511-36.3% |
| Participation rate | 68.1% | 62.5%+5.6pp | 78.8%-10.7pp | 67.9%+0.2pp |
| Annual return | 13.45% | 35.86%-22.4pp | 134.46%-121.0pp | 28.86%-15.4pp |
| Employer contribution / active EE | $353 | $2,382-85.2% | $4,821-92.7% | $2,589-86.3% |
| Participant deferral / active EE | $2,375 | $2,920-18.7% | $5,682-58.2% | $4,291-44.6% |
| Admin fee / account holder | $10 | $1,263-99.2% | $13,212-99.9% | $1,588-99.4% |