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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,915 |
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 | $40,675 | $49,138-17.2% | $84,021-51.6% | $65,185-37.6% |
| Participation rate | 68.3% | 60.7%+7.5pp | 69.0%-0.8pp | 70.2%-1.9pp |
| Annual return | 17.32% | 23.00%-5.7pp | 71.32%-54.0pp | 29.38%-12.1pp |
| Employer contribution / active EE | $607 | $914-33.6% | $1,984-69.4% | $2,177-72.1% |
| Participant deferral / active EE | $2,519 | $2,397+5.1% | $3,239-22.2% | $3,514-28.3% |
| Admin fee / account holder | $27 | $543-94.9% | $6,102-99.5% | $847-96.8% |