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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,647 | $37,196-14.9% | $154,111-79.5% | $55,725-43.2% |
| Participation rate | 25.3% | 64.1%-38.8pp | 83.0%-57.8pp | 70.9%-45.6pp |
| Annual return | 10.61% | 1319.68%-1309.1pp | 735.18%-724.6pp | 244.93%-234.3pp |
| Employer contribution / active EE | $503 | $1,614-68.9% | $5,298-90.5% | $2,078-75.8% |
| Participant deferral / active EE | $716 | $2,068-65.4% | $5,081-85.9% | $3,356-78.7% |
| Admin fee / account holder | $19 | $102-80.9% | $13,411-99.9% | $115-83.1% |