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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,809 | $55,453-84.1% | $170,435-94.8% | $62,293-85.9% |
| Participation rate | 61.3% | 66.4%-5.1pp | 83.6%-22.3pp | 69.5%-8.2pp |
| Annual return | 10.63% | 21.38%-10.7pp | 205.94%-195.3pp | 28.90%-18.3pp |
| Employer contribution / active EE | $354 | $2,164-83.6% | $5,432-93.5% | $2,042-82.7% |
| Participant deferral / active EE | $769 | $2,303-66.6% | $4,939-84.4% | $3,169-75.8% |
| Admin fee / account holder | $161 | $455-64.7% | $13,881-98.8% | $479-66.5% |