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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,487 | $46,173-14.5% | $170,435-76.8% | $69,631-43.3% |
| Participation rate | 19.3% | 63.9%-44.6pp | 83.6%-64.3pp | 70.7%-51.4pp |
| Annual return | 12.74% | 21.62%-8.9pp | 205.94%-193.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $547 | $1,610-66.0% | $5,432-89.9% | $2,032-73.1% |
| Participant deferral / active EE | $720 | $2,080-65.4% | $4,939-85.4% | $3,224-77.7% |
| Admin fee / account holder | $23 | $116-79.8% | $13,881-99.8% | $110-78.7% |