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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,695 |
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 | $43,177 | $52,467-17.7% | $57,196-24.5% | $55,167-21.7% |
| Participation rate | 37.8% | 75.8%-38.1pp | 75.3%-37.6pp | 69.0%-31.2pp |
| Annual return | 6.26% | 7.72%-1.5pp | 14.59%-8.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $295 | $2,477-88.1% | $2,683-89.0% | $1,963-85.0% |
| Participant deferral / active EE | $2,011 | $2,830-29.0% | $3,096-35.1% | $3,054-34.2% |
| Admin fee / account holder | $2 | $269-99.4% | $3,141-99.9% | $504-99.7% |