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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $86,150 |
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 | $29,764 | $106,230-72.0% | $147,080-79.8% | $77,736-61.7% |
| Participation rate | 46.2% | 78.4%-32.2pp | 82.2%-36.0pp | 70.6%-24.4pp |
| Annual return | 20.85% | 56.91%-36.1pp | 420.17%-399.3pp | 31.26%-10.4pp |
| Employer contribution / active EE | $1,479 | $4,072-63.7% | $4,933-70.0% | $2,728-45.8% |
| Participant deferral / active EE | $2,554 | $8,001-68.1% | $8,066-68.3% | $4,651-45.1% |
| Admin fee / account holder | $29 | $338-91.4% | $12,989-99.8% | $433-93.3% |