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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $623 |
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 | $16,651 | $50,956-67.3% | $96,575-82.8% | $86,813-80.8% |
| Participation rate | 59.3% | 65.2%-5.9pp | 69.8%-10.5pp | 72.3%-13.0pp |
| Annual return | 12.33% | 21.27%-8.9pp | 37.79%-25.5pp | 97.93%-85.6pp |
| Employer contribution / active EE | $441 | $1,111-60.3% | $2,357-81.3% | $2,406-81.7% |
| Participant deferral / active EE | $517 | $2,954-82.5% | $3,849-86.6% | $4,131-87.5% |
| Admin fee / account holder | $0 | $166-100.0% | $6,182-100.0% | $170-100.0% |