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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,272 | $37,196-75.1% | $154,108-94.0% | $55,725-83.4% |
| Participation rate | 46.3% | 64.1%-17.8pp | 83.0%-36.7pp | 70.9%-24.5pp |
| Annual return | 2.68% | 1319.68%-1317.0pp | 735.21%-732.5pp | 244.93%-242.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,336 | $2,068-35.4% | $5,081-73.7% | $3,356-60.2% |
| Admin fee / account holder | $16 | $102-83.8% | $13,411-99.9% | $115-85.7% |