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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 | $19,972 | $49,138-59.4% | $84,021-76.2% | $65,185-69.4% |
| Participation rate | 63.8% | 60.7%+3.0pp | 69.0%-5.2pp | 70.2%-6.4pp |
| Annual return | 17.22% | 23.00%-5.8pp | 71.32%-54.1pp | 29.38%-12.2pp |
| Employer contribution / active EE | $831 | $914-9.1% | $1,984-58.1% | $2,177-61.8% |
| Participant deferral / active EE | $1,492 | $2,397-37.7% | $3,239-53.9% | $3,514-57.5% |
| Admin fee / account holder | $141 | $543-74.0% | $6,102-97.7% | $847-83.3% |