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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $41,700 |
PASI, LLC8+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $19,571 |
CETERA ADVISOR NETWORKS LLC6 years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $17,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,845 | $44,764-73.5% | $68,794-82.8% | $64,814-81.7% |
| Participation rate | 50.5% | 64.8%-14.3pp | 69.0%-18.5pp | 71.5%-21.0pp |
| Annual return | -15.62% | -10.91%-4.7pp | -6.37%-9.2pp | 32.84%-48.5pp |
| Employer contribution / active EE | $285 | $1,775-83.9% | $2,656-89.3% | $2,507-88.6% |
| Participant deferral / active EE | $1,904 | $3,238-41.2% | $3,941-51.7% | $4,310-55.8% |
| Admin fee / account holder | $195 | $151+28.6% | $4,934-96.1% | $188+3.6% |