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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $69,453 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $120 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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 | $198,316 | $75,388+163.1% | $123,552+60.5% | $55,725+255.9% |
| Participation rate | 10.8% | 75.7%-64.9pp | 82.3%-71.5pp | 70.9%-60.0pp |
| Annual return | -2.85% | 4.48%-7.3pp | 119.20%-122.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $5,538 | $3,063+80.8% | $4,628+19.7% | $2,078+166.5% |
| Participant deferral / active EE | $4,810 | $5,651-14.9% | $6,426-25.1% | $3,356+43.3% |
| Admin fee / account holder | $246 | $120+105.1% | $9,285-97.4% | $115+113.3% |