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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $14,319 | $39,458-63.7% | $60,547-76.4% | $55,191-74.1% |
| Participation rate | 31.5% | 59.6%-28.1pp | 68.0%-36.5pp | 69.2%-37.7pp |
| Annual return | -1.36% | 3.35%-4.7pp | 335.64%-337.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $906 | $2,140-57.7% | $3,328-72.8% | $3,046-70.3% |
| Admin fee / account holder | $96 | $95+1.2% | $4,536-97.9% | $91+6.1% |