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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $524 |
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 | $21,660 | $38,925-44.4% | $73,836-70.7% | $55,191-60.8% |
| Participation rate | 22.0% | 66.0%-44.1pp | 73.4%-51.5pp | 69.2%-47.2pp |
| Annual return | -1.13% | 6.31%-7.4pp | 2268.06%-2269.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $552 | $2,351-76.5% | $3,583-84.6% | $3,046-81.9% |
| Admin fee / account holder | $36 | $83-56.3% | $4,882-99.3% | $91-60.1% |