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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,592 |
POLLARD & ASSOCIATES, INC.2 years Service code 37 · EIN 52-0909772 | Loan Processing | $10,676 |
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 | $9,394 | $37,196-74.7% | $154,108-93.9% | $55,725-83.1% |
| Participation rate | 34.2% | 64.1%-29.9pp | 83.0%-48.8pp | 70.9%-36.6pp |
| Annual return | 0.32% | 1319.68%-1319.4pp | 735.21%-734.9pp | 244.93%-244.6pp |
| Employer contribution / active EE | $428 | $1,614-73.5% | $5,298-91.9% | $2,078-79.4% |
| Participant deferral / active EE | $492 | $2,068-76.2% | $5,081-90.3% | $3,356-85.3% |
| Admin fee / account holder | $196 | $102+93.0% | $13,411-98.5% | $115+70.2% |