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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $52,027 |
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 | $24,112 | $82,188-70.7% | $125,391-80.8% | $64,824-62.8% |
| Participation rate | 55.1% | 77.9%-22.8pp | 82.4%-27.3pp | 71.5%-16.4pp |
| Annual return | -14.58% | 3.50%-18.1pp | 572.41%-587.0pp | 32.84%-47.4pp |
| Employer contribution / active EE | $1,130 | $3,617-68.7% | $4,816-76.5% | $2,507-54.9% |
| Participant deferral / active EE | $1,761 | $7,177-75.5% | $7,448-76.4% | $4,311-59.2% |
| Admin fee / account holder | $216 | $163+32.4% | $10,009-97.8% | $188+15.1% |