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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,417 |
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 | $18,606 | $36,916-49.6% | $156,551-88.1% | $57,658-67.7% |
| Participation rate | 54.0% | 63.4%-9.4pp | 84.0%-30.0pp | 70.2%-16.2pp |
| Annual return | 9.28% | 12.38%-3.1pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,243 | $1,926-35.4% | $4,871-74.5% | $3,061-59.4% |
| Admin fee / account holder | $0 | $82-99.7% | $13,028-100.0% | $95-99.7% |