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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,210 | $73,638-67.1% | $95,964-74.8% | $73,497-67.1% |
| Participation rate | 64.7% | 76.2%-11.5pp | 77.1%-12.4pp | 70.7%-6.0pp |
| Annual return | 19.32% | 16.78%+2.5pp | 91.64%-72.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $825 | $1,863-55.7% | $2,541-67.5% | $2,270-63.6% |
| Participant deferral / active EE | $3,271 | $3,617-9.6% | $4,167-21.5% | $3,740-12.5% |
| Admin fee / account holder | $55 | $482-88.5% | $6,797-99.2% | $513-89.2% |