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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $44,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,794 | $52,293-43.0% | $178,499-83.3% | $73,412-59.4% |
| Participation rate | 58.6% | 65.3%-6.7pp | 81.9%-23.3pp | 72.2%-13.6pp |
| Annual return | 13.81% | 34.75%-20.9pp | 151.10%-137.3pp | 59.30%-45.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,833 | $2,332-21.4% | $5,202-64.8% | $3,806-51.8% |
| Admin fee / account holder | $0 | $127-99.9% | $13,986-100.0% | $158-99.9% |