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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $5,560 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
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 | $12,618 | $77,197-83.7% | $86,645-85.4% | $93,010-86.4% |
| Participation rate | 4.9% | 78.2%-73.3pp | 71.7%-66.7pp | 73.9%-69.0pp |
| Annual return | 12.30% | 16.31%-4.0pp | 63.52%-51.2pp | 158.70%-146.4pp |
| Employer contribution / active EE | $42 | $2,514-98.3% | $2,496-98.3% | $2,705-98.4% |
| Participant deferral / active EE | $76 | $3,831-98.0% | $3,700-98.0% | $4,561-98.3% |
| Admin fee / account holder | $56 | $105-46.5% | $5,830-99.0% | $152-63.0% |