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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Other investment fees and expenses; I... | $20,133 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,301 | $215,321-93.8% | $143,757-90.7% | - |
| Participation rate | 59.6% | 60.1%-0.5pp | 80.3%-20.7pp | - |
| Annual return | -16.91% | -15.45%-1.5pp | -0.04%-16.9pp | - |
| Employer contribution / active EE | $0 | $1,875-100.0% | $4,951-100.0% | - |
| Participant deferral / active EE | $1,277 | $2,485-48.6% | $5,637-77.4% | - |
| Admin fee / account holder | $231 | $36,394-99.4% | $14,673-98.4% | - |