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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,240 | $47,977-87.0% | $154,108-96.0% | $56,289-88.9% |
| Participation rate | 67.7% | 66.2%+1.5pp | 83.0%-15.3pp | 69.9%-2.2pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,008 | $2,169-53.5% | $5,298-81.0% | $2,111-52.3% |
| Participant deferral / active EE | $1,733 | $2,392-27.5% | $5,081-65.9% | $3,350-48.3% |
| Admin fee / account holder | $66 | $438-84.9% | $13,411-99.5% | $521-87.3% |