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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,008 | $60,989-70.5% | $60,919-70.4% | $66,949-73.1% |
| Participation rate | 57.5% | 74.5%-16.9pp | 73.1%-15.6pp | 69.8%-12.3pp |
| Annual return | -17.55% | -9.60%-8.0pp | 16.96%-34.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,364 | $2,661-48.7% | $2,704-49.5% | $2,545-46.4% |
| Participant deferral / active EE | $1,684 | $3,615-53.4% | $3,814-55.8% | $4,239-60.3% |
| Admin fee / account holder | $5 | $338-98.4% | $3,228-99.8% | $594-99.1% |