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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,448 |
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 | $15,596 | $44,989-65.3% | $170,435-90.8% | $77,958-80.0% |
| Participation rate | 38.7% | 64.6%-25.9pp | 83.6%-44.9pp | 71.6%-33.0pp |
| Annual return | 15.12% | 19.61%-4.5pp | 205.94%-190.8pp | 20.87%-5.8pp |
| Employer contribution / active EE | $96 | $1,466-93.5% | $5,432-98.2% | $2,310-95.9% |
| Participant deferral / active EE | $835 | $2,208-62.2% | $4,939-83.1% | $3,537-76.4% |
| Admin fee / account holder | $33 | $69-51.6% | $13,881-99.8% | $97-65.7% |