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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
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 | $6,948 | $47,163-85.3% | $149,696-95.4% | $74,460-90.7% |
| Participation rate | 24.3% | 63.4%-39.2pp | 78.8%-54.5pp | 70.7%-46.5pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.46%-134.5pp | 34.38%-34.4pp |
| Employer contribution / active EE | $452 | $1,907-76.3% | $4,821-90.6% | $2,638-82.9% |
| Participant deferral / active EE | $837 | $2,730-69.3% | $5,682-85.3% | $4,530-81.5% |
| Admin fee / account holder | $58 | $343-83.2% | $13,212-99.6% | $348-83.5% |