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| Provider | Service type | Compensation |
|---|---|---|
GIAC2+ years Service code 15 | Recordkeeping | $5,654 |
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 | $11,191 | $36,916-69.7% | $156,551-92.9% | $57,658-80.6% |
| Participation rate | 9.9% | 63.4%-53.5pp | 84.0%-74.1pp | 70.2%-60.3pp |
| Annual return | 6.42% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $218 | $1,926-88.7% | $4,871-95.5% | $3,061-92.9% |
| Admin fee / account holder | $64 | $82-22.1% | $13,028-99.5% | $95-32.0% |