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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $10,351 | $41,281-74.9% | $109,313-90.5% | $57,658-82.0% |
| Participation rate | 67.5% | 59.3%+8.2pp | 71.3%-3.7pp | 70.2%-2.7pp |
| Annual return | 5.67% | 8.97%-3.3pp | 22.07%-16.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $881 | $1,201-26.7% | $3,892-77.4% | $1,974-55.4% |
| Participant deferral / active EE | $1,687 | $2,223-24.1% | $3,166-46.7% | $3,061-44.9% |
| Admin fee / account holder | $23 | $75-69.2% | $5,666-99.6% | $95-75.5% |