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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,158 | $45,825-82.2% | $90,657-91.0% | $56,289-85.5% |
| Participation rate | 29.1% | 66.7%-37.5pp | 74.0%-44.9pp | 69.9%-40.7pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.89%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $536 | $2,562-79.1% | $3,424-84.4% | $3,350-84.0% |
| Admin fee / account holder | $1 | $413-99.8% | $4,994-100.0% | $521-99.9% |