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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $2,985 |
PETER CHANG ENTERPRISES, INC.1+ years Filed as: PETER EMIGH Service code 56 900 E 96TH ST STE 300 · INDIANAPOLIS, IN 46240 | Non-monetary compensation | $42 |
Service code 28 · EIN 61-1732930 | Investment Management | $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 | $5,313 | $31,424-83.1% | $81,473-93.5% | $69,631-92.4% |
| Participation rate | 22.3% | 50.8%-28.5pp | 68.0%-45.6pp | 70.7%-48.3pp |
| Annual return | 0.00% | 22.44%-22.4pp | 38.78%-38.8pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $404 | $1,029-60.7% | $2,568-84.3% | $2,032-80.1% |
| Participant deferral / active EE | $843 | $1,838-54.1% | $3,537-76.2% | $3,224-73.8% |
| Admin fee / account holder | $47 | $103-54.5% | $4,561-99.0% | $110-57.8% |