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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,228 | $42,548-94.8% | $74,549-97.0% | $56,287-96.0% |
| Participation rate | 59.7% | 60.5%-0.8pp | 69.1%-9.4pp | 69.9%-10.2pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $561 | $855-34.3% | $1,961-71.4% | $2,111-73.4% |
| Participant deferral / active EE | $886 | $2,277-61.1% | $3,108-71.5% | $3,350-73.6% |
| Admin fee / account holder | $4 | $467-99.2% | $5,059-99.9% | $521-99.3% |