Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $807 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,648 | $29,369+18.0% | $77,513-55.3% | $73,412-52.8% |
| Participation rate | 22.3% | 37.9%-15.7pp | 54.2%-31.9pp | 72.2%-49.9pp |
| Annual return | 14.57% | 358.15%-343.6pp | 54.81%-40.2pp | 59.30%-44.7pp |
| Employer contribution / active EE | $579 | $406+42.7% | $987-41.3% | $2,234-74.1% |
| Participant deferral / active EE | $142 | $941-84.9% | $1,861-92.4% | $3,806-96.3% |
| Admin fee / account holder | $177 | $123+44.5% | $2,859-93.8% | $158+12.3% |