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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,642 |
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 | $36,296 | $36,916-1.7% | $156,551-76.8% | $57,658-37.1% |
| Participation rate | 4.7% | 63.4%-58.8pp | 84.0%-79.3pp | 70.2%-65.5pp |
| Annual return | 9.89% | 12.38%-2.5pp | 32.23%-22.3pp | 5.13%+4.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $907 | $1,926-52.9% | $4,871-81.4% | $3,061-70.4% |
| Admin fee / account holder | $2 | $82-97.6% | $13,028-100.0% | $95-97.9% |