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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,856 |
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 | $31,246 | $96,486-67.6% | $153,500-79.6% | $77,714-59.8% |
| Participation rate | 57.6% | 81.6%-24.0pp | 77.1%-19.5pp | 70.6%-13.0pp |
| Annual return | 25.48% | 14.44%+11.0pp | 15.70%+9.8pp | 31.26%-5.8pp |
| Employer contribution / active EE | $1,404 | $5,224-73.1% | $5,039-72.1% | $2,727-48.5% |
| Participant deferral / active EE | $3,622 | $6,609-45.2% | $6,756-46.4% | $4,649-22.1% |
| Admin fee / account holder | $112 | $182-38.5% | $12,736-99.1% | $433-74.1% |