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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,099 |
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 | $26,718 | $82,130-67.5% | $453,569-94.1% | $79,391-66.3% |
| Participation rate | 34.9% | 73.4%-38.5pp | 78.0%-43.2pp | 70.7%-35.8pp |
| Annual return | 15.69% | 345.31%-329.6pp | 64.43%-48.7pp | 116.88%-101.2pp |
| Employer contribution / active EE | $757 | $2,659-71.5% | $4,072-81.4% | $2,428-68.8% |
| Participant deferral / active EE | $1,579 | $4,314-63.4% | $6,211-74.6% | $4,046-61.0% |
| Admin fee / account holder | $19 | $531-96.4% | $11,214-99.8% | $627-97.0% |