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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 | $22,563 | $36,916-38.9% | $156,551-85.6% | $57,658-60.9% |
| Participation rate | 43.1% | 63.4%-20.3pp | 84.0%-40.9pp | 70.2%-27.1pp |
| Annual return | 6.18% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $135 | $1,571-91.4% | $5,501-97.6% | $1,974-93.2% |
| Participant deferral / active EE | $586 | $1,926-69.6% | $4,871-88.0% | $3,061-80.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |