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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,048 |
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 | $27,891 | $46,732-40.3% | $156,551-82.2% | $55,167-49.4% |
| Participation rate | 59.9% | 65.8%-5.9pp | 84.0%-24.1pp | 69.0%-9.1pp |
| Annual return | 7.73% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $244 | $2,105-88.4% | $5,501-95.6% | $1,963-87.6% |
| Participant deferral / active EE | $2,587 | $2,204+17.4% | $4,871-46.9% | $3,054-15.3% |
| Admin fee / account holder | $5 | $418-98.8% | $13,028-100.0% | $504-99.0% |