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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $204 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,515 | $48,576+84.3% | $169,463-47.2% | $56,287+59.0% |
| Participation rate | 65.6% | 65.8%-0.2pp | 77.8%-12.1pp | 69.9%-4.2pp |
| Annual return | -7.40% | -2.51%-4.9pp | 1.83%-9.2pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,924 | $1,559+23.4% | $4,159-53.7% | $2,111-8.9% |
| Participant deferral / active EE | $6,432 | $3,275+96.4% | $5,277+21.9% | $3,350+92.0% |
| Admin fee / account holder | $131 | $435-69.9% | $9,109-98.6% | $521-74.9% |