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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $6,187 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,016 | $45,872-89.1% | $77,096-93.5% | $68,486-92.7% |
| Participation rate | 38.1% | 55.9%-17.8pp | 67.9%-29.8pp | 67.9%-29.8pp |
| Annual return | -14.87% | 1.73%-16.6pp | 42.35%-57.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,512 | $2,963+52.3% | $4,429+1.9% | $4,028+12.0% |
| Admin fee / account holder | $32 | $3,041-99.0% | $5,428-99.4% | $5,404-99.4% |