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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,144 | $74,706-71.7% | $75,731-72.1% | $79,389-73.4% |
| Participation rate | 66.7% | 75.3%-8.7pp | 74.8%-8.2pp | 70.7%-4.0pp |
| Annual return | 18.16% | 18.52%-0.4pp | 104.65%-86.5pp | 116.89%-98.7pp |
| Employer contribution / active EE | $1,401 | $2,590-45.9% | $2,743-48.9% | $2,428-42.3% |
| Participant deferral / active EE | $1,690 | $3,533-52.2% | $3,820-55.8% | $4,046-58.2% |
| Admin fee / account holder | $0 | $374-100.0% | $3,620-100.0% | $626-100.0% |