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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $0 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 10 1102 CHESTMUT HILLS PKWY SUITE 100 · FORT WAYNE, IN 468148728 | Accounting | $0 |
GOLDLEAF PARTNERS4 years Service code 10 · EIN 46-3340706 P.O. BOX 55757 · BOSTON, MA 02205 | Accounting | $0 |
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 | $18,779 | $49,451-62.0% | $79,576-76.4% | $66,930-71.9% |
| Participation rate | 67.6% | 61.3%+6.3pp | 69.5%-1.9pp | 69.8%-2.2pp |
| Annual return | -17.24% | 84.25%-101.5pp | 0.15%-17.4pp | 1.57%-18.8pp |
| Employer contribution / active EE | $577 | $1,266-54.4% | $2,413-76.1% | $2,545-77.3% |
| Participant deferral / active EE | $1,444 | $3,159-54.3% | $3,985-63.8% | $4,238-65.9% |
| Admin fee / account holder | $14 | $595-97.7% | $6,834-99.8% | $593-97.7% |