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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $25 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,597 | $36,767-87.5% | $81,473-94.4% | $62,293-92.6% |
| Participation rate | 4.6% | 54.4%-49.9pp | 68.0%-63.4pp | 69.5%-64.9pp |
| Annual return | 0.00% | 173.80%-173.8pp | 38.78%-38.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $274 | $2,111-87.0% | $3,537-92.3% | $3,169-91.4% |
| Admin fee / account holder | $41 | $797-94.9% | $4,561-99.1% | $479-91.4% |