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| Provider | Service type | Compensation |
|---|---|---|
EVOLVE ATTESTATION SERVICES1 year Filed as: EVOLVE ATTESTATION SERVICES, INC. Service code 10 · EIN 46-3683619 | Accounting | $8,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,549 | $35,986-90.1% | $77,482-95.4% | $73,488-95.2% |
| Participation rate | 12.9% | 40.8%-28.0pp | 54.2%-41.3pp | 70.7%-57.8pp |
| Annual return | 22.57% | 19.26%+3.3pp | 54.79%-32.2pp | 28.51%-5.9pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $435 | $1,198-63.7% | $1,861-76.7% | $3,740-88.4% |
| Admin fee / account holder | $118 | $466-74.7% | $2,858-95.9% | $513-77.0% |