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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,299 | $54,590+32.4% | $81,716-11.5% | $73,493-1.6% |
| Participation rate | 81.7% | 68.3%+13.4pp | 72.0%+9.7pp | 70.7%+11.0pp |
| Annual return | 25.25% | 17.74%+7.5pp | 29.49%-4.2pp | 28.51%-3.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,745 | $2,759-36.7% | $7,108-75.4% | $3,740-53.3% |
| Admin fee / account holder | $4 | $592-99.3% | $5,159-99.9% | $513-99.2% |