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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $175 |
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 | $28,880 | $120,075-75.9% | $90,782-68.2% | $55,725-48.2% |
| Participation rate | 36.1% | 88.0%-51.9pp | 82.7%-46.6pp | 70.9%-34.8pp |
| Annual return | 2.49% | -3.47%+6.0pp | -3.42%+5.9pp | 244.93%-242.4pp |
| Employer contribution / active EE | $2,327 | $4,693-50.4% | $4,105-43.3% | $2,078+12.0% |
| Participant deferral / active EE | $1,317 | $6,826-80.7% | $5,366-75.4% | $3,356-60.7% |
| Admin fee / account holder | $203 | $111+82.4% | $5,908-96.6% | $115+76.5% |