Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $14,176 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,776 | $41,256-69.0% | $86,582-85.2% | $77,958-83.6% |
| Participation rate | 15.0% | 63.0%-48.0pp | 73.5%-58.6pp | 71.6%-56.7pp |
| Annual return | 14.12% | 17.67%-3.5pp | 965.08%-951.0pp | 20.87%-6.7pp |
| Employer contribution / active EE | $294 | $1,613-81.7% | $2,839-89.6% | $2,310-87.3% |
| Participant deferral / active EE | $219 | $2,332-90.6% | $3,609-93.9% | $3,537-93.8% |
| Admin fee / account holder | $34 | $71-52.2% | $4,904-99.3% | $97-65.3% |