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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,936 |
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 | $7,898 | $47,977-83.5% | $154,114-94.9% | $56,287-86.0% |
| Participation rate | 67.2% | 66.2%+1.0pp | 83.0%-15.8pp | 69.9%-2.6pp |
| Annual return | -5.66% | 3.54%-9.2pp | 735.16%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $673 | $2,169-69.0% | $5,298-87.3% | $2,111-68.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |