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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
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 | $14,159 | $54,320-73.9% | $67,652-79.1% | $52,331-72.9% |
| Participation rate | 63.6% | 73.6%-10.0pp | 75.7%-12.0pp | 68.1%-4.5pp |
| Annual return | -1.35% | 6.81%-8.2pp | 6625.40%-6626.7pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,029 | $1,544-33.3% | $2,266-54.6% | $1,882-45.3% |
| Participant deferral / active EE | $1,774 | $2,950-39.9% | $3,560-50.2% | $3,022-41.3% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |