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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $64,876 | $50,385+28.8% | $75,501-14.1% | $62,293+4.1% |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.4%-72.4pp | 69.5%-69.5pp |
| Annual return | 1.39% | 19.90%-18.5pp | 27.35%-26.0pp | 28.90%-27.5pp |
| Employer contribution / active EE | $1,764 | $1,537+14.8% | $2,352-25.0% | $2,042-13.6% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $384-99.9% | $5,801-100.0% | $479-99.9% |