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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | 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 | $20,584 | $37,117-44.5% | $147,617-86.1% | $55,191-62.7% |
| Participation rate | 45.5% | 63.6%-18.1pp | 84.6%-39.1pp | 69.2%-23.6pp |
| Annual return | 1.61% | 3.44%-1.8pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $153 | $1,620-90.6% | $5,564-97.2% | $1,899-91.9% |
| Participant deferral / active EE | $648 | $1,985-67.4% | $4,895-86.8% | $3,046-78.7% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |