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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $55,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,856 |
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.
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 | $31,163 | $88,479-64.8% | $96,515-67.7% | $80,157-61.1% |
| Participation rate | 60.9% | 79.9%-19.0pp | 74.3%-13.5pp | 72.9%-12.0pp |
| Annual return | 16.66% | 22.53%-5.9pp | 35.73%-19.1pp | 40.39%-23.7pp |
| Employer contribution / active EE | $790 | $4,177-81.1% | $3,740-78.9% | $2,977-73.5% |
| Participant deferral / active EE | $2,238 | $3,961-43.5% | $4,880-54.1% | $5,015-55.4% |
| Admin fee / account holder | $104 | $211-50.7% | $6,735-98.5% | $145-28.0% |