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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $25 |
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 | $94,115 | $89,652+5.0% | $141,191-33.3% | $65,185+44.4% |
| Participation rate | 39.2% | 74.7%-35.5pp | 82.5%-43.3pp | 70.2%-31.0pp |
| Annual return | 22.21% | 32.79%-10.6pp | 71.41%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $846 | $3,065-72.4% | $4,736-82.1% | $2,177-61.1% |
| Participant deferral / active EE | $1,930 | $5,691-66.1% | $6,710-71.2% | $3,514-45.1% |
| Admin fee / account holder | $4 | $569-99.3% | $10,264-100.0% | $847-99.5% |