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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
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 | $9,593 | $41,647-77.0% | $96,171-90.0% | $86,821-89.0% |
| Participation rate | 15.0% | 50.3%-35.3pp | 68.4%-53.4pp | 72.3%-57.3pp |
| Annual return | 18.99% | 27.24%-8.3pp | 192.04%-173.1pp | 97.94%-78.9pp |
| Employer contribution / active EE | $399 | $1,328-69.9% | $2,799-85.7% | $2,406-83.4% |
| Participant deferral / active EE | $621 | $2,412-74.3% | $4,350-85.7% | $4,132-85.0% |
| Admin fee / account holder | $9 | $169-94.9% | $5,538-99.8% | $170-94.9% |