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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,580 |
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 | $23,481 | $46,360-49.4% | $147,617-84.1% | $52,331-55.1% |
| Participation rate | 55.4% | 64.9%-9.5pp | 84.6%-29.2pp | 68.1%-12.7pp |
| Annual return | -1.23% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $226 | $2,126-89.4% | $5,564-95.9% | $1,882-88.0% |
| Participant deferral / active EE | $2,281 | $2,258+1.0% | $4,895-53.4% | $3,022-24.5% |
| Admin fee / account holder | $7 | $766-99.0% | $11,612-99.9% | $592-98.7% |