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| Provider | Service type | Compensation |
|---|---|---|
SANFORD ADVISORY SERVICES4 years Service code 26 · EIN 27-0645757 | Advisory (Participants) | $13,613 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,428 | $52,293-62.8% | $178,503-89.1% | $73,412-73.5% |
| Participation rate | 46.3% | 65.3%-19.1pp | 81.9%-35.7pp | 72.2%-25.9pp |
| Annual return | 17.69% | 34.75%-17.1pp | 151.12%-133.4pp | 59.30%-41.6pp |
| Employer contribution / active EE | $710 | $1,736-59.1% | $5,011-85.8% | $2,234-68.2% |
| Participant deferral / active EE | $2,301 | $2,333-1.4% | $5,202-55.8% | $3,806-39.5% |
| Admin fee / account holder | $89 | $127-30.2% | $13,987-99.4% | $158-43.7% |