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| Provider | Service type | Compensation |
|---|---|---|
MATSON MONEY INC1 year Filed as: MATSON MONEY Service code 16 · EIN 45-3138736 | Consulting | $13,248 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-0294708 | Other Services | $5,958 |
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 | $11,098 | $84,499-86.9% | $125,391-91.1% | $66,949-83.4% |
| Participation rate | 29.8% | 76.4%-46.7pp | 82.4%-52.6pp | 69.8%-40.1pp |
| Annual return | 0.19% | -8.49%+8.7pp | 572.41%-572.2pp | 1.57%-1.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,259 | $6,785-81.4% | $7,448-83.1% | $4,239-70.3% |
| Admin fee / account holder | $216 | $685-68.5% | $10,009-97.8% | $594-63.6% |