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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,489 | $93,182-75.9% | $146,685-84.7% | $79,393-71.7% |
| Participation rate | 54.9% | 76.4%-21.5pp | 80.1%-25.2pp | 70.7%-15.8pp |
| Annual return | 17.26% | 21.61%-4.4pp | 22.75%-5.5pp | 116.87%-99.6pp |
| Employer contribution / active EE | $288 | $2,420-88.1% | $4,137-93.0% | $2,428-88.1% |
| Participant deferral / active EE | $2,306 | $4,169-44.7% | $5,507-58.1% | $4,046-43.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $627-100.0% |