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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,201 |
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 | $7,889 | $55,453-85.8% | $170,435-95.4% | $62,293-87.3% |
| Participation rate | 35.0% | 66.4%-31.4pp | 83.6%-48.6pp | 69.5%-34.5pp |
| Annual return | 17.07% | 21.38%-4.3pp | 205.94%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $895 | $2,303-61.1% | $4,939-81.9% | $3,169-71.8% |
| Admin fee / account holder | $95 | $455-79.1% | $13,881-99.3% | $479-80.1% |