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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $816 |
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 | $13,411 | $52,961-74.7% | $172,752-92.2% | $65,185-79.4% |
| Participation rate | 69.3% | 66.2%+3.1pp | 82.6%-13.3pp | 70.2%-0.9pp |
| Annual return | 4.34% | 30.12%-25.8pp | 802.97%-798.6pp | 29.38%-25.0pp |
| Employer contribution / active EE | $705 | $2,190-67.8% | $5,144-86.3% | $2,177-67.6% |
| Participant deferral / active EE | $834 | $2,471-66.3% | $5,198-84.0% | $3,514-76.3% |
| Admin fee / account holder | $30 | $472-93.7% | $13,955-99.8% | $847-96.5% |