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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $170,458 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,837 | $68,110-65.0% | $155,534-84.7% | $99,314-76.0% |
| Participation rate | 48.6% | 67.8%-19.2pp | 78.2%-29.6pp | 71.7%-23.1pp |
| Annual return | 71.81% | 16.16%+55.7pp | 64.92%+6.9pp | 17.67%+54.1pp |
| Employer contribution / active EE | $1,064 | $2,291-53.5% | $4,675-77.2% | $3,264-67.4% |
| Participant deferral / active EE | $1,692 | $3,865-56.2% | $5,630-69.9% | $5,346-68.3% |
| Admin fee / account holder | $40 | $94-57.1% | $15,900-99.7% | $109-63.0% |