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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $16,345 |
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 | $14,461 | $55,482-73.9% | $76,051-81.0% | $77,692-81.4% |
| Participation rate | 38.1% | 63.7%-25.5pp | 69.1%-30.9pp | 70.6%-32.4pp |
| Annual return | 14.03% | 17.09%-3.1pp | 360.42%-346.4pp | 31.25%-17.2pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,690-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $632 | $3,455-81.7% | $4,257-85.2% | $4,648-86.4% |
| Admin fee / account holder | $78 | $407-80.9% | $6,416-98.8% | $431-81.9% |