Filed April 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,409 |
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 | $20,233 | $52,293-61.3% | $178,503-88.7% | $73,412-72.4% |
| Participation rate | 6.1% | 65.3%-59.2pp | 81.9%-75.8pp | 72.2%-66.0pp |
| Annual return | 16.13% | 34.75%-18.6pp | 151.12%-135.0pp | 59.30%-43.2pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $167 | $2,333-92.9% | $5,202-96.8% | $3,806-95.6% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |