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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-4212397 | Contract Administrator | $350 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $275 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,976 | $80,753-87.6% | $136,294-92.7% | $62,292-84.0% |
| Participation rate | 9.7% | 73.5%-63.9pp | 81.9%-72.3pp | 69.5%-59.9pp |
| Annual return | 19.33% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $427 | $5,164-91.7% | $6,247-93.2% | $3,169-86.5% |
| Admin fee / account holder | $23 | $525-95.5% | $9,243-99.7% | $479-95.1% |