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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $92,852 |
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 | $21,481 | $58,336-63.2% | $97,295-77.9% | $200,096-89.3% |
| Participation rate | 53.5% | 63.8%-10.2pp | 72.7%-19.1pp | 72.0%-18.5pp |
| Annual return | 23.06% | 32.81%-9.7pp | 75.62%-52.6pp | 34.26%-11.2pp |
| Employer contribution / active EE | $621 | $1,416-56.2% | $2,723-77.2% | $3,038-79.6% |
| Participant deferral / active EE | $850 | $3,240-73.8% | $4,264-80.1% | $5,090-83.3% |
| Admin fee / account holder | $132 | $114+16.2% | $5,646-97.7% | $269-50.8% |