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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 STONEWOOD COMMONS I 101 BRADFORD RD · WEXFORD, PA 15090 | Other Services | $9,673 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,690 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $78 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $82,506 | $122,051-32.4% | $184,185-55.2% | $74,400+10.9% |
| Participation rate | 56.7% | 85.5%-28.8pp | 86.8%-30.1pp | 67.2%-10.5pp |
| Annual return | 17.22% | 19.91%-2.7pp | 28.81%-11.6pp | 1367.51%-1350.3pp |
| Employer contribution / active EE | $2,005 | $4,539-55.8% | $6,426-68.8% | $2,624-23.6% |
| Participant deferral / active EE | $3,892 | $7,146-45.5% | $9,132-57.4% | $4,348-10.5% |
| Admin fee / account holder | $72 | $1,258-94.3% | $13,909-99.5% | $1,944-96.3% |