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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $45,893 |
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 | $14,929 | $61,172-75.6% | $185,851-92.0% | $79,389-81.2% |
| Participation rate | 78.2% | 66.6%+11.6pp | 81.7%-3.5pp | 70.7%+7.5pp |
| Annual return | 14.07% | 19.45%-5.4pp | 122.11%-108.0pp | 116.89%-102.8pp |
| Employer contribution / active EE | $1,840 | $2,321-20.7% | $5,168-64.4% | $2,428-24.2% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |