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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $24,689 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
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 | $23,875 | $31,679-24.6% | $74,719-68.0% | $65,185-63.4% |
| Participation rate | 68.4% | 40.4%+28.1pp | 54.5%+14.0pp | 70.2%-1.8pp |
| Annual return | 20.11% | 39.04%-18.9pp | 753.05%-732.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $115 | $566-79.7% | $1,084-89.4% | $2,177-94.7% |
| Participant deferral / active EE | $910 | $1,191-23.6% | $1,963-53.7% | $3,514-74.1% |
| Admin fee / account holder | $165 | $379-56.6% | $3,334-95.1% | $847-80.6% |