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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $14,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,767 | $104,479-77.3% | $159,474-85.1% | $79,391-70.1% |
| Participation rate | 69.0% | 76.6%-7.6pp | 82.8%-13.8pp | 70.7%-1.7pp |
| Annual return | 34.19% | 67.98%-33.8pp | 263.68%-229.5pp | 116.88%-82.7pp |
| Employer contribution / active EE | $1,483 | $3,417-56.6% | $4,831-69.3% | $2,428-38.9% |
| Participant deferral / active EE | $6,218 | $6,468-3.9% | $7,353-15.4% | $4,046+53.7% |
| Admin fee / account holder | $86 | $711-87.9% | $10,802-99.2% | $627-86.2% |