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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,480 |
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 | $13,773 | $44,059-68.7% | $71,671-80.8% | $69,631-80.2% |
| Participation rate | 39.1% | 60.8%-21.7pp | 68.7%-29.7pp | 70.7%-31.6pp |
| Annual return | 15.29% | 21.97%-6.7pp | 20.65%-5.4pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,224 | $2,370-48.3% | $3,438-64.4% | $3,224-62.0% |
| Admin fee / account holder | $85 | $108-20.8% | $5,558-98.5% | $110-22.8% |