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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,994 |
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 | $13,696 | $36,916-62.9% | $156,551-91.3% | $57,658-76.2% |
| Participation rate | 19.8% | 63.4%-43.6pp | 84.0%-64.2pp | 70.2%-50.4pp |
| Annual return | 6.72% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $590 | $1,926-69.4% | $4,871-87.9% | $3,061-80.7% |
| Admin fee / account holder | $6 | $82-92.6% | $13,028-100.0% | $95-93.5% |