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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $340 |
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 | $12,793 | $44,229-71.1% | $155,789-91.8% | $55,191-76.8% |
| Participation rate | 36.9% | 60.8%-23.9pp | 76.1%-39.2pp | 69.2%-32.2pp |
| Annual return | -1.47% | 0.37%-1.8pp | 71.54%-73.0pp | 10.78%-12.2pp |
| Employer contribution / active EE | $914 | $1,317-30.6% | $3,839-76.2% | $1,899-51.9% |
| Participant deferral / active EE | $1,400 | $2,851-50.9% | $4,798-70.8% | $3,046-54.0% |
| Admin fee / account holder | $35 | $86-59.1% | $7,477-99.5% | $91-61.2% |