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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,502 |
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 | $52,468 | $58,895-10.9% | $178,503-70.6% | $73,497-28.6% |
| Participation rate | 20.9% | 66.2%-45.4pp | 81.9%-61.1pp | 70.7%-49.8pp |
| Annual return | 18.82% | 24.86%-6.0pp | 151.12%-132.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,177 | $2,567-54.2% | $5,202-77.4% | $3,740-68.5% |
| Admin fee / account holder | $2 | $400-99.5% | $13,987-100.0% | $513-99.6% |