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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,790 |
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.
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 | $31,673 | $38,925-18.6% | $73,836-57.1% | $55,191-42.6% |
| Participation rate | 33.0% | 66.0%-33.0pp | 73.4%-40.4pp | 69.2%-36.2pp |
| Annual return | -1.34% | 6.31%-7.6pp | 2268.06%-2269.4pp | 10.78%-12.1pp |
| Employer contribution / active EE | $392 | $1,695-76.9% | $2,787-86.0% | $1,899-79.4% |
| Participant deferral / active EE | $615 | $2,351-73.8% | $3,583-82.8% | $3,046-79.8% |
| Admin fee / account holder | $22 | $83-73.4% | $4,882-99.5% | $91-75.8% |