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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $50,483 | $72,770-30.6% | $67,652-25.4% | $55,191-8.5% |
| Participation rate | 37.8% | 78.8%-40.9pp | 75.7%-37.8pp | 69.2%-31.3pp |
| Annual return | -0.96% | -3.26%+2.3pp | 6625.40%-6626.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $906 | $1,769-48.8% | $2,266-60.0% | $1,899-52.3% |
| Participant deferral / active EE | $1,786 | $3,408-47.6% | $3,560-49.8% | $3,046-41.4% |
| Admin fee / account holder | $95 | $79+20.3% | $4,821-98.0% | $91+4.4% |