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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $214 |
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 | $33,102 | $56,640-41.6% | $78,002-57.6% | $55,167-40.0% |
| Participation rate | 69.4% | 73.3%-3.9pp | 75.5%-6.1pp | 69.0%+0.4pp |
| Annual return | 6.92% | 2868.48%-2861.6pp | 425.99%-419.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $150 | $1,724-91.3% | $2,470-93.9% | $1,963-92.4% |
| Participant deferral / active EE | $2,612 | $2,778-6.0% | $3,497-25.3% | $3,054-14.5% |
| Admin fee / account holder | $74 | $467-84.2% | $5,481-98.7% | $504-85.4% |