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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL RENAISSANCE3 years Service code 16 · EIN 36-4252023 | Consulting | $21,366 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,787 | $46,292-76.7% | $143,757-92.5% | $64,808-83.4% |
| Participation rate | 21.9% | 64.2%-42.3pp | 80.3%-58.4pp | 71.5%-49.6pp |
| Annual return | -16.58% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $15 | $1,910-99.2% | $4,951-99.7% | $2,506-99.4% |
| Participant deferral / active EE | $943 | $2,646-64.4% | $5,637-83.3% | $4,310-78.1% |
| Admin fee / account holder | $90 | $154-41.7% | $14,673-99.4% | $188-52.3% |