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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,801 | $46,732-74.7% | $156,551-92.5% | $55,167-78.6% |
| Participation rate | 50.3% | 65.8%-15.5pp | 84.0%-33.7pp | 69.0%-18.7pp |
| Annual return | 7.96% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $897 | $2,204-59.3% | $4,871-81.6% | $3,054-70.6% |
| Admin fee / account holder | $120 | $418-71.3% | $13,028-99.1% | $504-76.2% |