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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,304 |
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.
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 | $10,016 | $81,248-87.7% | $155,509-93.6% | $80,856-87.6% |
| Participation rate | 60.6% | 66.2%-5.6pp | 78.2%-17.5pp | 67.6%-7.0pp |
| Annual return | 9.63% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,518 | $3,452-56.0% | $5,626-73.0% | $4,296-64.7% |
| Admin fee / account holder | $154 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |