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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-4212397 | Contract Administrator | $150 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $150 |
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 | $6,360 | $75,183-91.5% | $123,894-94.9% | $55,167-88.5% |
| Participation rate | 10.8% | 72.8%-62.0pp | 81.4%-70.6pp | 69.0%-58.2pp |
| Annual return | 9.76% | 19.01%-9.2pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $380 | $5,084-92.5% | $5,984-93.6% | $3,054-87.5% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.2% |