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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0223334 | Recordkeeping | $11,313 |
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 | $6,867 | $73,848-90.7% | $143,799-95.2% | $68,486-90.0% |
| Participation rate | 58.2% | 66.7%-8.5pp | 80.3%-22.2pp | 67.9%-9.7pp |
| Annual return | -20.11% | 0.91%-21.0pp | -0.04%-20.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $684 | $3,184-78.5% | $4,952-86.2% | $2,597-73.7% |
| Participant deferral / active EE | $1,032 | $3,385-69.5% | $5,638-81.7% | $4,028-74.4% |
| Admin fee / account holder | $174 | $5,755-97.0% | $14,677-98.8% | $5,404-96.8% |