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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $45,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $31,986 | $56,443-43.3% | $83,831-61.8% | $55,725-42.6% |
| Participation rate | 57.9% | 72.0%-14.2pp | 76.1%-18.3pp | 70.9%-13.0pp |
| Annual return | -8.78% | 393.67%-402.4pp | 850.99%-859.8pp | 244.93%-253.7pp |
| Employer contribution / active EE | $1,264 | $2,682-52.9% | $3,631-65.2% | $2,078-39.2% |
| Participant deferral / active EE | $3,771 | $2,965+27.2% | $4,082-7.6% | $3,356+12.4% |
| Admin fee / account holder | $202 | $156+29.4% | $5,479-96.3% | $115+75.5% |