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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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 | $32,117 | $81,494-60.6% | $133,978-76.0% | $73,497-56.3% |
| Participation rate | 69.9% | 76.4%-6.5pp | 79.8%-9.9pp | 70.7%-0.8pp |
| Annual return | 17.32% | 19.40%-2.1pp | 45.10%-27.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,560 | $3,787-32.4% | $5,047-49.3% | $3,740-31.5% |
| Admin fee / account holder | $165 | $713-76.8% | $8,930-98.2% | $513-67.8% |