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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $150 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,414 | $35,485-90.4% | $74,549-95.4% | $55,725-93.9% |
| Participation rate | 69.8% | 62.5%+7.3pp | 69.1%+0.7pp | 70.9%-1.0pp |
| Annual return | 0.00% | 0.72%-0.7pp | 32.53%-32.5pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $269 | $2,181-87.7% | $3,108-91.4% | $3,356-92.0% |
| Admin fee / account holder | $0 | $114-99.8% | $5,059-100.0% | $115-99.8% |