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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,676 | $46,360-40.3% | $147,618-81.3% | $52,331-47.1% |
| Participation rate | 63.6% | 64.9%-1.4pp | 84.6%-21.0pp | 68.1%-4.5pp |
| Annual return | 6.26% | 1.62%+4.6pp | 61.98%-55.7pp | 4.54%+1.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,379 | $2,258-38.9% | $4,895-71.8% | $3,022-54.4% |
| Admin fee / account holder | $57 | $766-92.6% | $11,612-99.5% | $592-90.4% |