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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1038805 | Recordkeeping | $3,579 |
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.
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 | $35,165 | $38,365-8.3% | $84,611-58.4% | $65,185-46.1% |
| Participation rate | 19.7% | 55.7%-36.0pp | 68.2%-48.6pp | 70.2%-50.5pp |
| Annual return | 39.01% | 32.00%+7.0pp | 258.74%-219.7pp | 29.38%+9.6pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $590 | $2,278-74.1% | $3,899-84.9% | $3,514-83.2% |
| Admin fee / account holder | $138 | $451-69.5% | $4,912-97.2% | $847-83.7% |