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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,504 |
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 | $20,049 | $65,223-69.3% | $80,022-74.9% | $55,725-64.0% |
| Participation rate | 29.5% | 80.6%-51.1pp | 75.8%-46.4pp | 70.9%-41.4pp |
| Annual return | -4.18% | 7.59%-11.8pp | 11.22%-15.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $652 | $2,544-74.4% | $2,468-73.6% | $2,078-68.6% |
| Participant deferral / active EE | $1,126 | $3,881-71.0% | $3,686-69.5% | $3,356-66.5% |
| Admin fee / account holder | $20 | $114-82.5% | $6,521-99.7% | $115-82.7% |