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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,533 |
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 | $33,822 | $28,109+20.3% | $71,086-52.4% | $56,287-39.9% |
| Participation rate | 41.6% | 40.4%+1.2pp | 54.7%-13.0pp | 69.9%-28.2pp |
| Annual return | -5.76% | -615.05%+609.3pp | 650.59%-656.4pp | -9.96%+4.2pp |
| Employer contribution / active EE | $79 | $558-85.9% | $1,088-92.8% | $2,111-96.3% |
| Participant deferral / active EE | $600 | $1,116-46.2% | $1,874-68.0% | $3,350-82.1% |
| Admin fee / account holder | $175 | $585-70.2% | $3,082-94.3% | $521-66.5% |