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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,360 |
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 | $5,253 | $26,549-80.2% | $61,399-91.4% | $66,930-92.2% |
| Participation rate | 14.2% | 38.1%-23.9pp | 52.6%-38.4pp | 69.8%-55.6pp |
| Annual return | -22.49% | -16.21%-6.3pp | 338.81%-361.3pp | 1.57%-24.1pp |
| Employer contribution / active EE | $148 | $651-77.2% | $1,159-87.2% | $2,545-94.2% |
| Participant deferral / active EE | $562 | $1,338-58.0% | $2,124-73.5% | $4,238-86.7% |
| Admin fee / account holder | $5 | $409-98.9% | $2,131-99.8% | $593-99.2% |