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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
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.
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 | $24,085 | $64,909-62.9% | $82,312-70.7% | $62,293-61.3% |
| Participation rate | 34.2% | 74.9%-40.7pp | 76.9%-42.7pp | 69.5%-35.3pp |
| Annual return | 15.53% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $592 | $1,676-64.7% | $2,428-75.6% | $2,042-71.0% |
| Participant deferral / active EE | $897 | $3,103-71.1% | $3,706-75.8% | $3,169-71.7% |
| Admin fee / account holder | $8 | $440-98.1% | $5,608-99.8% | $479-98.2% |