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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $3,700 |
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 | $28,867 | $52,293-44.8% | $178,498-83.8% | $73,412-60.7% |
| Participation rate | 33.2% | 65.3%-32.1pp | 81.9%-48.7pp | 72.2%-39.0pp |
| Annual return | 16.55% | 34.75%-18.2pp | 151.09%-134.5pp | 59.30%-42.7pp |
| Employer contribution / active EE | $701 | $1,735-59.6% | $5,011-86.0% | $2,234-68.6% |
| Participant deferral / active EE | $868 | $2,332-62.8% | $5,202-83.3% | $3,806-77.2% |
| Admin fee / account holder | $23 | $127-82.2% | $13,985-99.8% | $158-85.6% |