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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,232 |
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 | $15,380 | $46,173-66.7% | $170,435-91.0% | $69,631-77.9% |
| Participation rate | 38.1% | 63.9%-25.8pp | 83.6%-45.5pp | 70.7%-32.6pp |
| Annual return | 10.11% | 21.62%-11.5pp | 205.94%-195.8pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $280 | $1,610-82.6% | $5,432-94.8% | $2,032-86.2% |
| Participant deferral / active EE | $772 | $2,080-62.9% | $4,939-84.4% | $3,224-76.1% |
| Admin fee / account holder | $4 | $116-96.5% | $13,881-100.0% | $110-96.3% |