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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $424 |
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 | $20,095 | $49,471-59.4% | $79,583-74.7% | $66,949-70.0% |
| Participation rate | 47.7% | 61.4%-13.7pp | 69.5%-21.8pp | 69.8%-22.1pp |
| Annual return | -16.94% | 84.30%-101.2pp | 0.16%-17.1pp | 1.57%-18.5pp |
| Employer contribution / active EE | $1,055 | $1,266-16.7% | $2,414-56.3% | $2,545-58.5% |
| Participant deferral / active EE | $1,892 | $3,160-40.1% | $3,986-52.5% | $4,239-55.4% |
| Admin fee / account holder | $187 | $595-68.6% | $6,835-97.3% | $594-68.5% |