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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $19,874 | $37,196-46.6% | $154,108-87.1% | $55,725-64.3% |
| Participation rate | 33.0% | 64.1%-31.1pp | 83.0%-50.0pp | 70.9%-37.8pp |
| Annual return | -1.93% | 1319.68%-1321.6pp | 735.21%-737.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $825 | $2,068-60.1% | $5,081-83.8% | $3,356-75.4% |
| Admin fee / account holder | $2 | $102-98.5% | $13,411-100.0% | $115-98.7% |