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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,832 |
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 | $2,222 | $42,423-94.8% | $152,093-98.5% | $100,573-97.8% |
| Participation rate | 26.8% | 55.9%-29.1pp | 77.8%-51.0pp | 70.9%-44.2pp |
| Annual return | 14.22% | 41.32%-27.1pp | 66.36%-52.1pp | 18.89%-4.7pp |
| Employer contribution / active EE | $12 | $1,482-99.2% | $4,175-99.7% | $3,763-99.7% |
| Participant deferral / active EE | $244 | $2,158-88.7% | $5,451-95.5% | $4,921-95.0% |
| Admin fee / account holder | $19 | $429-95.5% | $14,497-99.9% | $454-95.7% |