Filed April 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,143 |
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 | $19,839 | $36,916-46.3% | $156,551-87.3% | $57,658-65.6% |
| Participation rate | 4.5% | 63.4%-59.0pp | 84.0%-79.5pp | 70.2%-65.8pp |
| Annual return | 28.10% | 12.38%+15.7pp | 32.23%-4.1pp | 5.13%+23.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $134 | $1,926-93.1% | $4,871-97.3% | $3,061-95.6% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |