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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $25,250 |
Service code 99 · EIN 61-1758632 | Other Fees | $13,308 |
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 | $30,348 | $71,142-57.3% | $119,622-74.6% | $64,819-53.2% |
| Participation rate | 30.5% | 78.6%-48.1pp | 79.3%-48.7pp | 71.5%-40.9pp |
| Annual return | -16.09% | -10.01%-6.1pp | -14.98%-1.1pp | 32.84%-48.9pp |
| Employer contribution / active EE | $865 | $2,497-65.4% | $4,232-79.6% | $2,507-65.5% |
| Participant deferral / active EE | $1,511 | $4,490-66.4% | $5,601-73.0% | $4,311-65.0% |
| Admin fee / account holder | $202 | $162+24.4% | $10,328-98.0% | $188+7.4% |