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| Provider | Service type | Compensation |
|---|---|---|
ARK ADVISORS, LLC5 years Service code 55 · EIN 46-2252312 | Other Commissions | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,920 | $50,199-36.4% | $69,890-54.3% | $66,949-52.3% |
| Participation rate | 62.1% | 66.3%-4.2pp | 70.5%-8.3pp | 69.8%-7.7pp |
| Annual return | -22.63% | -13.85%-8.8pp | 190.84%-213.5pp | 1.57%-24.2pp |
| Employer contribution / active EE | $1,827 | $1,864-2.0% | $2,560-28.6% | $2,545-28.2% |
| Participant deferral / active EE | $2,922 | $3,112-6.1% | $3,848-24.1% | $4,239-31.1% |
| Admin fee / account holder | $293 | $600-51.2% | $6,267-95.3% | $594-50.7% |