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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,366 | $104,479+64.0% | $159,474+7.5% | $79,391+115.9% |
| Participation rate | 55.6% | 76.6%-21.0pp | 82.8%-27.2pp | 70.7%-15.1pp |
| Annual return | 15.61% | 67.98%-52.4pp | 263.68%-248.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $1,528 | $3,417-55.3% | $4,831-68.4% | $2,428-37.1% |
| Participant deferral / active EE | $6,567 | $6,468+1.5% | $7,353-10.7% | $4,046+62.3% |
| Admin fee / account holder | $19 | $711-97.3% | $10,802-99.8% | $627-97.0% |