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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $66,866 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,066 |
Service code 15 · EIN 01-0472857 | Recordkeeping | $5,435 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,201 | $53,254-77.1% | $155,574-92.2% | $199,921-93.9% |
| Participation rate | 44.5% | 64.1%-19.6pp | 78.2%-33.7pp | 72.0%-27.5pp |
| Annual return | 14.58% | 41.18%-26.6pp | 64.87%-50.3pp | 34.28%-19.7pp |
| Employer contribution / active EE | $253 | $1,848-86.3% | $4,676-94.6% | $3,035-91.7% |
| Participant deferral / active EE | $1,039 | $3,165-67.2% | $5,629-81.5% | $5,089-79.6% |
| Admin fee / account holder | $74 | $186-59.9% | $15,914-99.5% | $269-72.3% |