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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $14,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,052 | $50,385+58.9% | $75,501+6.0% | $62,293+28.5% |
| Participation rate | 58.2% | 67.7%-9.5pp | 72.4%-14.2pp | 69.5%-11.3pp |
| Annual return | 13.26% | 19.90%-6.6pp | 27.35%-14.1pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,228 | $1,537-20.1% | $2,352-47.8% | $2,042-39.9% |
| Participant deferral / active EE | $3,135 | $2,445+28.2% | $3,142-0.2% | $3,169-1.1% |
| Admin fee / account holder | $165 | $384-57.0% | $5,801-97.2% | $479-65.5% |