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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0294708 | Other Services | $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.
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 | $21,148 | $81,870-74.2% | $119,634-82.3% | $68,490-69.1% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.4pp | 67.9%-15.0pp |
| Annual return | -17.75% | -23.82%+6.1pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,208 | $4,148-70.9% | $5,601-78.4% | $4,028-70.0% |
| Admin fee / account holder | $16 | $6,583-99.8% | $10,329-99.8% | $5,403-99.7% |