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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,925 |
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 | $35,537 | $36,916-3.7% | $156,551-77.3% | $57,658-38.4% |
| Participation rate | 68.4% | 63.4%+5.0pp | 84.0%-15.6pp | 70.2%-1.8pp |
| Annual return | 8.45% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,167 | $1,926+12.5% | $4,871-55.5% | $3,061-29.2% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |