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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,382 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,443 | $46,732-71.2% | $156,549-91.4% | $55,167-75.6% |
| Participation rate | 51.4% | 65.8%-14.4pp | 84.0%-32.6pp | 69.0%-17.6pp |
| Annual return | 5.53% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $148 | $2,105-93.0% | $5,501-97.3% | $1,963-92.5% |
| Participant deferral / active EE | $689 | $2,204-68.8% | $4,871-85.9% | $3,054-77.5% |
| Admin fee / account holder | $3 | $418-99.4% | $13,027-100.0% | $504-99.5% |