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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,225 |
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 | $21,750 | $46,173-52.9% | $170,435-87.2% | $69,631-68.8% |
| Participation rate | 54.7% | 63.9%-9.2pp | 83.6%-28.9pp | 70.7%-16.0pp |
| Annual return | 16.52% | 21.62%-5.1pp | 205.94%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,394 | $2,080-33.0% | $4,939-71.8% | $3,224-56.8% |
| Admin fee / account holder | $0 | $116-99.8% | $13,881-100.0% | $110-99.8% |