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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $450 |
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.
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 | $25,943 | $80,753-67.9% | $136,298-81.0% | $62,293-58.4% |
| Participation rate | 49.6% | 73.5%-23.9pp | 81.9%-32.3pp | 69.5%-19.9pp |
| Annual return | 16.47% | 35.83%-19.4pp | 5156.27%-5139.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,518 | $5,164-70.6% | $6,247-75.7% | $3,169-52.1% |
| Admin fee / account holder | $7 | $525-98.7% | $9,244-99.9% | $479-98.5% |