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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $14,685 | $60,795-75.8% | $69,483-78.9% | $65,186-77.5% |
| Participation rate | 64.7% | 74.9%-10.1pp | 74.6%-9.9pp | 70.2%-5.5pp |
| Annual return | 29.22% | 17.46%+11.8pp | 28.99%+0.2pp | 29.39%-0.2pp |
| Employer contribution / active EE | $1,231 | $2,452-49.8% | $2,780-55.7% | $2,177-43.4% |
| Participant deferral / active EE | $1,499 | $3,162-52.6% | $3,537-57.6% | $3,514-57.3% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |