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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $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 | $27,247 | $38,595-29.4% | $80,004-65.9% | $52,331-47.9% |
| Participation rate | 46.9% | 64.5%-17.6pp | 73.0%-26.1pp | 68.1%-21.2pp |
| Annual return | 13.24% | 2.04%+11.2pp | 7.63%+5.6pp | 4.54%+8.7pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,491 | $2,318+180.0% | $3,204+102.6% | $3,022+114.8% |
| Admin fee / account holder | $21 | $304-93.0% | $5,033-99.6% | $592-96.4% |