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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $920 |
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 | $13,529 | $39,245-65.5% | $64,105-78.9% | $52,331-74.1% |
| Participation rate | 36.5% | 58.2%-21.7pp | 68.2%-31.6pp | 68.1%-31.6pp |
| Annual return | -0.34% | 14.79%-15.1pp | 791.24%-791.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $428 | $736-41.8% | $1,820-76.5% | $1,882-77.2% |
| Participant deferral / active EE | $677 | $1,992-66.0% | $2,822-76.0% | $3,022-77.6% |
| Admin fee / account holder | $13 | $592-97.8% | $4,499-99.7% | $592-97.8% |