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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,983 |
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 | $6,736 | $46,173-85.4% | $170,442-96.0% | $69,631-90.3% |
| Participation rate | 54.8% | 63.9%-9.1pp | 83.6%-28.8pp | 70.7%-15.9pp |
| Annual return | 12.92% | 21.62%-8.7pp | 205.93%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $529 | $1,610-67.1% | $5,433-90.3% | $2,032-74.0% |
| Participant deferral / active EE | $264 | $2,080-87.3% | $4,939-94.7% | $3,224-91.8% |
| Admin fee / account holder | $3 | $116-97.3% | $13,880-100.0% | $110-97.2% |