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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $7,725 | $14,849-48.0% | $352,393-97.8% | $14,849-48.0% |
| Participation rate | 52.0% | 73.1%-21.1pp | 94.5%-42.4pp | 73.1%-21.1pp |
| Annual return | 4.13% | 4.15%0pp | 2.44%+1.7pp | 4.15%0pp |
| Employer contribution / active EE | $2 | $6,717-100.0% | $16,208-100.0% | $6,717-100.0% |
| Participant deferral / active EE | $0 | $1,059-100.0% | $3,380-100.0% | $1,059-100.0% |
| Admin fee / account holder | $0 | $0 | $17,307-100.0% | - |