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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $171 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,230 | $43,999-60.8% | $79,466-78.3% | $55,725-69.1% |
| Participation rate | 6.2% | 66.9%-60.8pp | 73.3%-67.2pp | 70.9%-64.7pp |
| Annual return | -6.88% | 1.81%-8.7pp | 718.28%-725.2pp | 244.93%-251.8pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $172 | $2,538-93.2% | $3,704-95.4% | $3,356-94.9% |
| Admin fee / account holder | $268 | $118+127.6% | $5,104-94.8% | $115+132.3% |