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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,121 |
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 | $28,162 | $65,083-56.7% | $143,788-80.4% | $66,930-57.9% |
| Participation rate | 48.3% | 65.2%-16.9pp | 80.3%-32.0pp | 69.8%-21.5pp |
| Annual return | -9.55% | -11.13%+1.6pp | -0.03%-9.5pp | 1.57%-11.1pp |
| Employer contribution / active EE | $406 | $2,361-82.8% | $4,952-91.8% | $2,545-84.0% |
| Participant deferral / active EE | $1,530 | $2,920-47.6% | $5,638-72.9% | $4,238-63.9% |
| Admin fee / account holder | $1 | $502-99.8% | $14,675-100.0% | $593-99.8% |