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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,374 |
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 | $9,442 | $37,196-74.6% | $154,108-93.9% | $55,725-83.1% |
| Participation rate | 21.4% | 64.1%-42.7pp | 83.0%-61.6pp | 70.9%-49.4pp |
| Annual return | 9.79% | 1319.68%-1309.9pp | 735.21%-725.4pp | 244.93%-235.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $150 | $2,068-92.7% | $5,081-97.0% | $3,356-95.5% |
| Admin fee / account holder | $50 | $102-50.7% | $13,411-99.6% | $115-56.5% |