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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,789 | $79,151-81.3% | $60,906-75.7% | $64,819-77.2% |
| Participation rate | 67.7% | 77.7%-10.0pp | 73.1%-5.4pp | 71.5%-3.7pp |
| Annual return | -21.53% | -7.12%-14.4pp | 16.94%-38.5pp | 32.84%-54.4pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,519 | $3,727-5.6% | $3,814-7.7% | $4,311-18.4% |
| Admin fee / account holder | $50 | $106-52.8% | $3,227-98.5% | $188-73.4% |