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| Provider | Service type | Compensation |
|---|---|---|
NEWSQUARE CAPITAL, LLC4 years Service code 99 · EIN 27-1238163 | Other Fees | $15,115 |
Service code 99 · EIN 71-0294708 | Other Fees | $4,350 |
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 | $38,019 | $90,003-57.8% | $100,398-62.1% | $77,692-51.1% |
| Participation rate | 46.6% | 81.3%-34.7pp | 81.5%-34.9pp | 70.6%-23.9pp |
| Annual return | 15.97% | 20.61%-4.6pp | 49.32%-33.4pp | 31.25%-15.3pp |
| Employer contribution / active EE | $1,980 | $3,043-34.9% | $3,946-49.8% | $2,726-27.4% |
| Participant deferral / active EE | $3,741 | $8,287-54.9% | $8,084-53.7% | $4,648-19.5% |
| Admin fee / account holder | $23 | $172-86.8% | $7,893-99.7% | $431-94.7% |