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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,375 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $22,087 | $75,962-70.9% | $154,111-85.7% | $64,173-65.6% |
| Participation rate | 25.0% | 70.4%-45.4pp | 83.0%-58.0pp | 69.6%-44.6pp |
| Annual return | -2.26% | 30.32%-32.6pp | 735.18%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $453 | $3,350-86.5% | $5,298-91.5% | $2,381-81.0% |
| Participant deferral / active EE | $511 | $3,175-83.9% | $5,081-89.9% | $3,470-85.3% |
| Admin fee / account holder | $68 | $5,589-98.8% | $13,411-99.5% | $4,887-98.6% |