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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $8,309 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,747 | $49,451-74.2% | $79,576-84.0% | $66,930-81.0% |
| Participation rate | 21.4% | 61.3%-40.0pp | 69.5%-48.1pp | 69.8%-48.5pp |
| Annual return | -14.50% | 84.25%-98.8pp | 0.15%-14.6pp | 1.57%-16.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,706 | $3,159-46.0% | $3,985-57.2% | $4,238-59.7% |
| Admin fee / account holder | $111 | $595-81.4% | $6,834-98.4% | $593-81.4% |