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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $44,347 | $70,002-36.6% | $115,038-61.4% | $52,331-15.3% |
| Participation rate | 47.3% | 72.1%-24.8pp | 81.4%-34.0pp | 68.1%-20.8pp |
| Annual return | 2.92% | 4.04%-1.1pp | 26.14%-23.2pp | 4.54%-1.6pp |
| Employer contribution / active EE | $665 | $2,715-75.5% | $4,608-85.6% | $1,882-64.7% |
| Participant deferral / active EE | $1,103 | $4,920-77.6% | $6,026-81.7% | $3,022-63.5% |
| Admin fee / account holder | $206 | $566-63.6% | $8,175-97.5% | $592-65.2% |