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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $7,103 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,789 | $65,083-46.5% | $143,788-75.8% | $66,930-48.0% |
| Participation rate | 29.9% | 65.2%-35.3pp | 80.3%-50.4pp | 69.8%-39.9pp |
| Annual return | -14.30% | -11.13%-3.2pp | -0.03%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $577 | $2,361-75.6% | $4,952-88.4% | $2,545-77.3% |
| Participant deferral / active EE | $1,302 | $2,920-55.4% | $5,638-76.9% | $4,238-69.3% |
| Admin fee / account holder | $266 | $502-47.1% | $14,675-98.2% | $593-55.2% |