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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $7,904 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,047 |
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 | $22,605 | $63,905-64.6% | $74,184-69.5% | $57,658-60.8% |
| Participation rate | 58.4% | 79.8%-21.4pp | 76.6%-18.2pp | 70.2%-11.8pp |
| Annual return | 10.98% | 60.60%-49.6pp | 17.74%-6.8pp | 5.13%+5.9pp |
| Employer contribution / active EE | $571 | $1,840-68.9% | $2,370-75.9% | $1,974-71.0% |
| Participant deferral / active EE | $1,313 | $3,448-61.9% | $3,550-63.0% | $3,061-57.1% |
| Admin fee / account holder | $37 | $91-59.4% | $5,586-99.3% | $95-60.8% |