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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,751 |
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 | $8,715 | $39,948-78.2% | $89,435-90.3% | $73,412-88.1% |
| Participation rate | 8.9% | 50.4%-41.6pp | 68.0%-59.1pp | 72.2%-63.3pp |
| Annual return | 24.03% | 50.12%-26.1pp | 245.55%-221.5pp | 59.30%-35.3pp |
| Employer contribution / active EE | $208 | $1,200-82.6% | $2,587-92.0% | $2,234-90.7% |
| Participant deferral / active EE | $321 | $2,193-85.3% | $3,890-91.7% | $3,806-91.6% |
| Admin fee / account holder | $15 | $134-89.2% | $4,884-99.7% | $158-90.8% |