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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,125 |
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 | $38,533 | $64,909-40.6% | $82,312-53.2% | $62,293-38.1% |
| Participation rate | 68.0% | 74.9%-6.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 13.31% | 21.18%-7.9pp | 25.88%-12.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $727 | $1,676-56.6% | $2,428-70.0% | $2,042-64.4% |
| Participant deferral / active EE | $2,995 | $3,103-3.5% | $3,706-19.2% | $3,169-5.5% |
| Admin fee / account holder | $53 | $440-88.0% | $5,608-99.1% | $479-89.0% |