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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $18 |
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 | $10,042 | $37,117-72.9% | $147,617-93.2% | $55,191-81.8% |
| Participation rate | 50.8% | 63.6%-12.8pp | 84.6%-33.8pp | 69.2%-18.4pp |
| Annual return | 0.81% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $464 | $1,620-71.3% | $5,564-91.7% | $1,899-75.5% |
| Participant deferral / active EE | $550 | $1,985-72.3% | $4,895-88.8% | $3,046-81.9% |
| Admin fee / account holder | $69 | $86-18.9% | $11,612-99.4% | $91-23.6% |