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| Provider | Service type | Compensation |
|---|---|---|
BDG-CPAS3 years Service code 10 · EIN 22-2625944 | Accounting | $12,800 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,472 | $80,530-13.7% | $90,304-23.1% | - |
| Participation rate | 52.5% | 58.0%-5.4pp | 73.3%-20.7pp | - |
| Annual return | 21.37% | 36.03%-14.7pp | 78.13%-56.8pp | - |
| Employer contribution / active EE | $989 | $1,117-11.4% | $2,855-65.3% | - |
| Participant deferral / active EE | $2,656 | $2,324+14.3% | $3,885-31.6% | - |
| Admin fee / account holder | $163 | $3,788-95.7% | $5,354-97.0% | - |