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| Provider | Service type | Compensation |
|---|---|---|
WINDES, INC.1+ years Service code 10 · EIN 95-3001179 | Accounting | $8,500 |
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 | $13,011 | $47,078-72.4% | $100,671-87.1% | $55,191-76.4% |
| Participation rate | 30.0% | 58.0%-28.0pp | 70.7%-40.7pp | 69.2%-39.2pp |
| Annual return | 0.74% | 0.65%+0.1pp | 20.43%-19.7pp | 10.78%-10.0pp |
| Employer contribution / active EE | $515 | $1,065-51.6% | $4,012-87.2% | $1,899-72.9% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $61 | $153-60.2% | $4,850-98.7% | $91-32.9% |