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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1038805 | Recordkeeping | $3,437 |
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 | $39,587 | $52,279-24.3% | $89,391-55.7% | $79,858-50.4% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 18.39% | 22.16%-3.8pp | 245.62%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $679 | $2,740-75.2% | $3,890-82.5% | $3,740-81.8% |
| Admin fee / account holder | $123 | $3,356-96.3% | $4,881-97.5% | $5,306-97.7% |