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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,027 | $76,371-81.6% | $93,621-85.0% | $72,976-80.8% |
| Participation rate | 98.9% | 71.8%+27.1pp | 75.8%+23.1pp | 69.5%+29.4pp |
| Annual return | 24.59% | 25.82%-1.2pp | 32.76%-8.2pp | 81.02%-56.4pp |
| Employer contribution / active EE | $5,753 | $2,276+152.8% | $2,719+111.6% | $2,440+135.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |