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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
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 | $8,556 | $34,634-75.3% | $77,100-88.9% | $64,824-86.8% |
| Participation rate | 18.3% | 49.8%-31.5pp | 67.9%-49.6pp | 71.5%-53.2pp |
| Annual return | -16.05% | -5.31%-10.7pp | 42.35%-58.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $505 | $1,385-63.5% | $2,815-82.1% | $2,507-79.9% |
| Participant deferral / active EE | $872 | $2,553-65.9% | $4,430-80.3% | $4,311-79.8% |
| Admin fee / account holder | $16 | $178-91.0% | $5,443-99.7% | $188-91.5% |