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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,164 |
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 | $13,319 | $37,039-64.0% | $147,617-91.0% | $59,188-77.5% |
| Participation rate | 49.4% | 63.8%-14.4pp | 84.6%-35.2pp | 69.4%-20.0pp |
| Annual return | 1.89% | 7.19%-5.3pp | 61.98%-60.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $518 | $1,353-61.7% | $5,564-90.7% | $2,098-75.3% |
| Participant deferral / active EE | $940 | $2,094-55.1% | $4,895-80.8% | $3,265-71.2% |
| Admin fee / account holder | $50 | $60-17.8% | $11,612-99.6% | $92-46.3% |