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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,958 |
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.
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 | $12,275 | $73,102-83.2% | $123,553-90.1% | $56,289-78.2% |
| Participation rate | 56.4% | 74.3%-18.0pp | 82.3%-25.9pp | 69.9%-13.5pp |
| Annual return | -0.02% | 3.01%-3.0pp | 119.21%-119.2pp | -9.96%+9.9pp |
| Employer contribution / active EE | $2,649 | $2,977-11.0% | $4,628-42.8% | $2,111+25.5% |
| Participant deferral / active EE | $4,586 | $5,423-15.4% | $6,426-28.6% | $3,350+36.9% |
| Admin fee / account holder | $30 | $554-94.6% | $9,284-99.7% | $521-94.3% |