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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,759 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,223 |
Service code 15 · EIN 20-2668095 | Recordkeeping | $1,450 |
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 | $49,047 | $59,191-17.1% | $76,767-36.1% | $56,289-12.9% |
| Participation rate | 65.8% | 75.2%-9.5pp | 77.0%-11.2pp | 69.9%-4.1pp |
| Annual return | 3.99% | 6.62%-2.6pp | 2.43%+1.6pp | -9.96%+13.9pp |
| Employer contribution / active EE | $200 | $1,759-88.6% | $2,485-92.0% | $2,111-90.5% |
| Participant deferral / active EE | $1,853 | $3,255-43.1% | $3,852-51.9% | $3,350-44.7% |
| Admin fee / account holder | $250 | $489-48.8% | $6,675-96.2% | $521-51.9% |