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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,318 |
MARCADO ASSET MANAGEMENT LLC3 years Service code 27 · EIN 82-1492364 | Advisory (Plan) | $9,928 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,592 | $106,028-58.9% | $146,958-70.3% | $77,643-43.9% |
| Participation rate | 40.1% | 78.4%-38.3pp | 82.2%-42.1pp | 70.6%-30.5pp |
| Annual return | 15.70% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,564 | $4,063-61.5% | $4,933-68.3% | $2,726-42.6% |
| Participant deferral / active EE | $3,009 | $7,990-62.3% | $8,070-62.7% | $4,647-35.3% |
| Admin fee / account holder | $165 | $337-51.0% | $12,998-98.7% | $430-61.6% |