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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $78 |
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 | $11,150 | $52,967-78.9% | $172,753-93.5% | $65,186-82.9% |
| Participation rate | 16.7% | 66.2%-49.5pp | 82.6%-66.0pp | 70.2%-53.5pp |
| Annual return | 116.30% | 30.12%+86.2pp | 803.00%-686.7pp | 29.39%+86.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,177 | $2,471-52.4% | $5,198-77.4% | $3,514-66.5% |
| Admin fee / account holder | $7 | $472-98.6% | $13,956-100.0% | $847-99.2% |