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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,173 |
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 | $25,856 | $101,653-74.6% | $147,080-82.4% | $74,459-65.3% |
| Participation rate | 57.9% | 75.6%-17.7pp | 82.2%-24.3pp | 67.2%-9.4pp |
| Annual return | 20.02% | 8754.98%-8735.0pp | 420.17%-400.2pp | 1369.70%-1349.7pp |
| Employer contribution / active EE | $1,483 | $3,813-61.1% | $4,933-69.9% | $2,626-43.5% |
| Participant deferral / active EE | $2,429 | $7,304-66.7% | $8,066-69.9% | $4,350-44.2% |
| Admin fee / account holder | $123 | $1,752-93.0% | $12,989-99.1% | $1,945-93.7% |