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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $86 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,203 | $39,819-94.5% | $67,834-96.8% | $57,658-96.2% |
| Participation rate | 27.1% | 61.2%-34.1pp | 68.8%-41.7pp | 70.2%-43.1pp |
| Annual return | 0.00% | 9.19%-9.2pp | 138.47%-138.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $189 | $2,209-91.4% | $3,160-94.0% | $3,061-93.8% |
| Admin fee / account holder | $1 | $84-98.5% | $4,622-100.0% | $95-98.7% |