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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,707 |
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.
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 | $9,162 | $23,224-60.6% | $71,086-87.1% | $55,725-83.6% |
| Participation rate | 27.0% | 37.9%-10.9pp | 54.7%-27.7pp | 70.9%-43.9pp |
| Annual return | -7.01% | -2.87%-4.1pp | 650.59%-657.6pp | 244.93%-251.9pp |
| Employer contribution / active EE | $33 | $436-92.4% | $1,088-97.0% | $2,078-98.4% |
| Participant deferral / active EE | $488 | $929-47.5% | $1,874-74.0% | $3,356-85.5% |
| Admin fee / account holder | $25 | $118-78.7% | $3,082-99.2% | $115-78.2% |