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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,950 | $79,438-62.3% | $106,555-71.9% | $79,391-62.3% |
| Participation rate | 40.1% | 74.2%-34.0pp | 76.1%-36.0pp | 70.7%-30.6pp |
| Annual return | 12.84% | 18.27%-5.4pp | 26.80%-14.0pp | 116.88%-104.0pp |
| Employer contribution / active EE | $972 | $2,235-56.5% | $2,819-65.5% | $2,428-60.0% |
| Participant deferral / active EE | $1,720 | $3,824-55.0% | $4,399-60.9% | $4,046-57.5% |
| Admin fee / account holder | $1 | $523-99.8% | $7,408-100.0% | $627-99.8% |