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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.1+ years Filed as: POLLARD & ASSOCIATES Service code 37 · EIN 52-0909772 | Loan Processing | $3,849 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $54 |
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 | $7,097 | $36,916-80.8% | $156,551-95.5% | $57,658-87.7% |
| Participation rate | 27.3% | 63.4%-36.1pp | 84.0%-56.7pp | 70.2%-42.9pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $254 | $1,571-83.8% | $5,501-95.4% | $1,974-87.1% |
| Participant deferral / active EE | $310 | $1,926-83.9% | $4,871-93.6% | $3,061-89.9% |
| Admin fee / account holder | $92 | $82+11.2% | $13,028-99.3% | $95-3.0% |