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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $50,478 | $66,302-23.9% | $110,243-54.2% | $56,289-10.3% |
| Participation rate | 61.3% | 74.9%-13.7pp | 79.8%-18.6pp | 69.9%-8.6pp |
| Annual return | -2.60% | -1.18%-1.4pp | 314.76%-317.4pp | -9.96%+7.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,830 | $3,381+13.3% | $4,672-18.0% | $3,350+14.3% |
| Admin fee / account holder | $45 | $698-93.5% | $8,548-99.5% | $521-91.3% |