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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,485 |
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 | $12,788 | $37,117-65.5% | $147,614-91.3% | $55,191-76.8% |
| Participation rate | 24.1% | 63.6%-39.5pp | 84.6%-60.5pp | 69.2%-45.1pp |
| Annual return | 0.69% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $267 | $1,620-83.5% | $5,564-95.2% | $1,899-85.9% |
| Participant deferral / active EE | $448 | $1,985-77.4% | $4,895-90.8% | $3,046-85.3% |
| Admin fee / account holder | $29 | $86-65.9% | $11,611-99.7% | $91-67.8% |