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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,996 |
GEFFENMESHER3 years Service code 10 888 SW 5TH AVE · PORTLAND, OR 97204 | Accounting | $20,566 |
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $7,354 |
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 | $8,437 | $65,428-87.1% | $169,397-95.0% | $71,529-88.2% |
| Participation rate | 51.2% | 66.9%-15.6pp | 77.2%-25.9pp | 67.9%-16.7pp |
| Annual return | 18.12% | 21.35%-3.2pp | 406.23%-388.1pp | 28.97%-10.9pp |
| Employer contribution / active EE | $820 | $2,064-60.3% | $4,013-79.6% | $2,590-68.3% |
| Participant deferral / active EE | $1,536 | $4,360-64.8% | $6,223-75.3% | $4,291-64.2% |
| Admin fee / account holder | $263 | $1,328-80.2% | $9,017-97.1% | $1,588-83.5% |