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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATION FINANCIAL SERVICES DBA Service code 99 | Other Fees | $8,733 |
Service code 99 · EIN 20-5636795 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,765 | $58,320-30.1% | $86,439-52.8% | $66,923-39.1% |
| Participation rate | 62.9% | 78.6%-15.7pp | 80.3%-17.4pp | 69.8%-6.9pp |
| Annual return | -16.79% | -9.71%-7.1pp | 4395.55%-4412.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,448 | $2,615-6.4% | $3,769-35.0% | $2,545-3.8% |
| Participant deferral / active EE | $3,729 | $6,899-46.0% | $6,952-46.4% | $4,237-12.0% |
| Admin fee / account holder | $236 | $546-56.8% | $6,732-96.5% | $593-60.3% |