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| Provider | Service type | Compensation |
|---|---|---|
BDG-CPAS6 years Service code 10 · EIN 22-2625944 | Accounting | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,665 | $51,226+30.1% | $82,744-19.4% | $66,938-0.4% |
| Participation rate | 47.1% | 67.9%-20.8pp | 72.6%-25.5pp | 69.8%-22.8pp |
| Annual return | -19.22% | -9.61%-9.6pp | 702.22%-721.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,059 | $2,612-59.5% | $3,008-64.8% | $2,545-58.4% |
| Participant deferral / active EE | $2,623 | $3,460-24.2% | $4,395-40.3% | $4,238-38.1% |
| Admin fee / account holder | $92 | $416-77.8% | $5,325-98.3% | $594-84.5% |