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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,950 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,338 | $65,437-58.2% | $86,698-68.5% | $66,949-59.2% |
| Participation rate | 54.0% | 75.5%-21.4pp | 76.6%-22.5pp | 69.8%-15.8pp |
| Annual return | -13.42% | -10.91%-2.5pp | 35.96%-49.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $809 | $2,154-62.4% | $2,837-71.5% | $2,545-68.2% |
| Participant deferral / active EE | $3,309 | $4,102-19.3% | $4,656-28.9% | $4,239-21.9% |
| Admin fee / account holder | $60 | $642-90.7% | $7,492-99.2% | $594-89.9% |