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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $15,476 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,135 | $53,165-71.5% | $86,188-82.4% | $74,419-79.7% |
| Participation rate | 56.4% | 64.9%-8.4pp | 69.0%-12.5pp | 70.7%-14.3pp |
| Annual return | 16.14% | 22.64%-6.5pp | 1168.45%-1152.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $476 | $1,210-60.6% | $2,380-80.0% | $2,637-81.9% |
| Participant deferral / active EE | $572 | $3,234-82.3% | $3,985-85.7% | $4,528-87.4% |
| Admin fee / account holder | $86 | $551-84.4% | $6,852-98.7% | $348-75.3% |