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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,793 |
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 | $36,629 | $56,640-35.3% | $80,977-54.8% | $57,658-36.5% |
| Participation rate | 31.7% | 75.9%-44.2pp | 75.8%-44.1pp | 70.2%-38.5pp |
| Annual return | 21.78% | 19.97%+1.8pp | 17.11%+4.7pp | 5.13%+16.7pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,909 | $4,944-41.2% | $5,696-48.9% | $3,061-5.0% |
| Admin fee / account holder | $29 | $87-66.9% | $5,517-99.5% | $95-69.5% |