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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP1 year Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 58-2484343 | Advisory (Participants) | $6,037 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $830 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,906 | $54,558-83.7% | $76,051-88.3% | $74,400-88.0% |
| Participation rate | 53.7% | 60.3%-6.6pp | 69.1%-15.4pp | 67.2%-13.5pp |
| Annual return | 12.81% | 31.83%-19.0pp | 360.42%-347.6pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $461 | $1,778-74.1% | $2,690-82.9% | $2,624-82.4% |
| Participant deferral / active EE | $842 | $3,065-72.5% | $4,257-80.2% | $4,348-80.6% |
| Admin fee / account holder | $195 | $2,232-91.3% | $6,416-97.0% | $1,944-90.0% |