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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $424 |
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 | $49,947 | $52,467-4.8% | $57,196-12.7% | $55,167-9.5% |
| Participation rate | 43.2% | 75.8%-32.7pp | 75.3%-32.2pp | 69.0%-25.8pp |
| Annual return | 10.11% | 7.72%+2.4pp | 14.59%-4.5pp | 169.23%-159.1pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,241 | $2,830-56.1% | $3,096-59.9% | $3,054-59.4% |
| Admin fee / account holder | $4 | $269-98.6% | $3,141-99.9% | $504-99.3% |