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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,846 |
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 | $36,875 | $39,859-7.5% | $78,676-53.1% | $57,658-36.0% |
| Participation rate | 26.1% | 66.1%-40.0pp | 73.6%-47.5pp | 70.2%-44.1pp |
| Annual return | 9.42% | 18.96%-9.5pp | 62.19%-52.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $325 | $1,786-81.8% | $2,850-88.6% | $1,974-83.6% |
| Participant deferral / active EE | $504 | $2,248-77.6% | $3,517-85.7% | $3,061-83.5% |
| Admin fee / account holder | $14 | $76-81.3% | $4,510-99.7% | $95-84.9% |