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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,373 |
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 | $12,695 | $58,888-78.4% | $178,498-92.9% | $73,493-82.7% |
| Participation rate | 55.9% | 66.2%-10.3pp | 81.9%-26.0pp | 70.7%-14.8pp |
| Annual return | 11.58% | 24.86%-13.3pp | 151.09%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $694 | $2,236-69.0% | $5,011-86.1% | $2,270-69.4% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $400-98.7% | $13,985-100.0% | $513-99.0% |