| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-2647786 | Other Services | $3,265 |
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 | $14,442 | $58,202-75.2% | $172,757-91.6% | $89,609-83.9% |
| Participation rate | 1.4% | 72.8%-71.4pp | 82.6%-81.2pp | 69.6%-68.2pp |
| Annual return | 76.80% | 61.59%+15.2pp | 803.06%-726.3pp | 33.65%+43.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $138 | $3,335-95.9% | $5,198-97.3% | $4,222-96.7% |
| Admin fee / account holder | $5 | $53-90.3% | $13,956-100.0% | $72-92.9% |