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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,484 |
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 | $18,127 | $75,832-76.1% | $147,617-87.7% | $59,633-69.6% |
| Participation rate | 62.7% | 71.6%-8.9pp | 84.6%-22.0pp | 68.7%-6.0pp |
| Annual return | 0.56% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,105 | $3,131-64.7% | $4,895-77.4% | $3,192-65.4% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |