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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $24,454 | $47,078-48.1% | $100,671-75.7% | $55,191-55.7% |
| Participation rate | 29.3% | 58.0%-28.7pp | 70.7%-41.4pp | 69.2%-39.8pp |
| Annual return | 0.14% | 0.65%-0.5pp | 20.43%-20.3pp | 10.78%-10.6pp |
| Employer contribution / active EE | $336 | $1,065-68.5% | $4,012-91.6% | $1,899-82.3% |
| Participant deferral / active EE | $686 | $2,038-66.3% | $3,144-78.2% | $3,046-77.5% |
| Admin fee / account holder | $61 | $153-60.3% | $4,850-98.7% | $91-33.0% |