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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,160 |
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 | $42,244 | $46,100-8.4% | $86,582-51.2% | $69,631-39.3% |
| Participation rate | 20.0% | 67.2%-47.2pp | 73.5%-53.6pp | 70.7%-50.7pp |
| Annual return | 16.28% | 21.02%-4.7pp | 965.08%-948.8pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $258 | $1,850-86.0% | $2,839-90.9% | $2,032-87.3% |
| Participant deferral / active EE | $386 | $2,432-84.1% | $3,609-89.3% | $3,224-88.0% |
| Admin fee / account holder | $16 | $94-83.5% | $4,904-99.7% | $110-86.0% |