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| Provider | Service type | Compensation |
|---|---|---|
MATSON MONEY INC2 years Filed as: MATSON MONEY Service code 16 · EIN 45-3138736 | Consulting | $16,554 |
ASCENSUS LLC2 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-0294708 | Other Services | $6,577 |
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 | $17,305 | $91,474-81.1% | $135,982-87.3% | $71,529-75.8% |
| Participation rate | 26.8% | 75.7%-48.9pp | 81.9%-55.2pp | 67.9%-41.2pp |
| Annual return | 16.15% | 29.89%-13.7pp | 68.32%-52.2pp | 28.97%-12.8pp |
| Employer contribution / active EE | $1,963 | $3,705-47.0% | $4,859-59.6% | $2,590-24.2% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $260 | $1,267-79.5% | $10,767-97.6% | $1,588-83.6% |