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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $5,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $2,608 | $45,825-94.3% | $90,657-97.1% | $56,287-95.4% |
| Participation rate | 33.5% | 66.7%-33.2pp | 74.0%-40.5pp | 69.9%-36.3pp |
| Annual return | -12.33% | 38.64%-51.0pp | 1.89%-14.2pp | -9.96%-2.4pp |
| Employer contribution / active EE | $521 | $1,372-62.0% | $2,532-79.4% | $2,111-75.3% |
| Participant deferral / active EE | $1,387 | $2,562-45.9% | $3,424-59.5% | $3,350-58.6% |
| Admin fee / account holder | $42 | $413-89.9% | $4,994-99.2% | $521-92.0% |