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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 | $8,930 | $43,550-79.5% | $63,244-85.9% | $52,331-82.9% |
| Participation rate | 46.8% | 65.7%-18.9pp | 71.0%-24.2pp | 68.1%-21.3pp |
| Annual return | -6.35% | 2.03%-8.4pp | -70.31%+64.0pp | 4.54%-10.9pp |
| Employer contribution / active EE | $381 | $1,351-71.8% | $2,322-83.6% | $1,882-79.8% |
| Participant deferral / active EE | $1,376 | $2,254-39.0% | $2,953-53.4% | $3,022-54.5% |
| Admin fee / account holder | $82 | $387-78.9% | $5,893-98.6% | $592-86.2% |