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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $88 |
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 | $14,942 | $33,745-55.7% | $64,105-76.7% | $55,191-72.9% |
| Participation rate | 44.1% | 59.4%-15.3pp | 68.2%-24.1pp | 69.2%-25.1pp |
| Annual return | -0.95% | 4.95%-5.9pp | 791.24%-792.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $190 | $641-70.3% | $1,820-89.5% | $1,899-90.0% |
| Participant deferral / active EE | $796 | $1,929-58.7% | $2,822-71.8% | $3,046-73.9% |
| Admin fee / account holder | $2 | $94-98.1% | $4,499-100.0% | $91-98.0% |