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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,264 | $56,503-62.4% | $69,890-69.6% | $64,824-67.2% |
| Participation rate | 37.7% | 70.5%-32.7pp | 70.5%-32.7pp | 71.5%-33.7pp |
| Annual return | -19.23% | -13.44%-5.8pp | 190.84%-210.1pp | 32.84%-52.1pp |
| Employer contribution / active EE | $859 | $2,046-58.0% | $2,560-66.5% | $2,507-65.8% |
| Participant deferral / active EE | $1,954 | $3,389-42.3% | $3,848-49.2% | $4,311-54.7% |
| Admin fee / account holder | $179 | $160+11.7% | $6,267-97.1% | $188-4.6% |