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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,981 |
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 | $26,140 | $96,393-72.9% | $169,381-84.6% | $96,393-72.9% |
| Participation rate | 68.3% | 71.3%-3.0pp | 77.2%-8.9pp | 71.3%-3.0pp |
| Annual return | 24.09% | 22.88%+1.2pp | 406.41%-382.3pp | 22.88%+1.2pp |
| Employer contribution / active EE | $1,295 | $3,239-60.0% | $4,013-67.7% | $3,239-60.0% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,224-100.0% | $5,455-100.0% |
| Admin fee / account holder | $1 | $74-99.1% | $9,013-100.0% | $74-99.1% |