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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $67,682 | $67,166+0.8% | $57,356+18.0% | $55,191+22.6% |
| Participation rate | 44.3% | 77.7%-33.4pp | 75.1%-30.7pp | 69.2%-24.8pp |
| Annual return | -1.09% | 4.22%-5.3pp | 24.41%-25.5pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,405 | $2,812-50.0% | $2,689-47.7% | $1,899-26.0% |
| Participant deferral / active EE | $2,395 | $2,835-15.5% | $3,162-24.2% | $3,046-21.4% |
| Admin fee / account holder | $87 | $44+100.5% | $3,357-97.4% | $91-3.8% |