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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,830 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,937 |
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.
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 | $3,530 | $22,291-84.2% | $69,182-94.9% | $63,975-94.5% |
| Participation rate | 24.7% | 35.3%-10.5pp | 55.1%-30.4pp | 71.1%-46.4pp |
| Annual return | 7.84% | 9.30%-1.5pp | -21.93%+29.8pp | 48.65%-40.8pp |
| Employer contribution / active EE | $46 | $325-85.9% | $1,206-96.2% | $2,182-97.9% |
| Participant deferral / active EE | $87 | $808-89.3% | $1,897-95.4% | $3,356-97.4% |
| Admin fee / account holder | $16 | $73-77.7% | $2,697-99.4% | $70-76.9% |