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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 · EIN 13-4077093 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,571 | $84,936-42.8% | $111,308-56.4% | $79,391-38.8% |
| Participation rate | 65.7% | 75.9%-10.1pp | 77.3%-11.6pp | 70.7%-5.0pp |
| Annual return | 12.53% | 17.45%-4.9pp | 54.67%-42.1pp | 116.88%-104.4pp |
| Employer contribution / active EE | $590 | $1,979-70.2% | $2,732-78.4% | $2,428-75.7% |
| Participant deferral / active EE | $4,070 | $3,888+4.7% | $4,487-9.3% | $4,046+0.6% |
| Admin fee / account holder | $16 | $537-97.0% | $7,965-99.8% | $627-97.4% |