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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,442 |
Service code 28 · EIN 13-3089070 | Investment Management | $5,003 |
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 | $17,321 | $50,498-65.7% | $75,784-77.1% | $55,191-68.6% |
| Participation rate | 45.0% | 69.4%-24.4pp | 75.8%-30.8pp | 69.2%-24.2pp |
| Annual return | 0.07% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,327 | $2,589-48.8% | $3,652-63.7% | $3,046-56.5% |
| Admin fee / account holder | $144 | $123+16.9% | $5,300-97.3% | $91+58.5% |