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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,060 |
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 | $5,684 | $36,916-84.6% | $156,551-96.4% | $57,658-90.1% |
| Participation rate | 35.8% | 63.4%-27.6pp | 84.0%-48.2pp | 70.2%-34.4pp |
| Annual return | 12.71% | 12.38%+0.3pp | 32.23%-19.5pp | 5.13%+7.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $658 | $1,926-65.8% | $4,871-86.5% | $3,061-78.5% |
| Admin fee / account holder | $52 | $82-36.4% | $13,028-99.6% | $95-44.5% |