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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,950 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,585 |
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 | $18,123 | $76,696-76.4% | $96,538-81.2% | $71,529-74.7% |
| Participation rate | 64.4% | 66.6%-2.2pp | 74.3%-10.0pp | 67.9%-3.6pp |
| Annual return | 19.42% | 48.32%-28.9pp | 35.74%-16.3pp | 28.97%-9.6pp |
| Employer contribution / active EE | $1,231 | $3,032-59.4% | $3,740-67.1% | $2,590-52.5% |
| Participant deferral / active EE | $1,844 | $3,770-51.1% | $4,880-62.2% | $4,291-57.0% |
| Admin fee / account holder | $153 | $2,030-92.4% | $6,737-97.7% | $1,588-90.3% |