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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,953 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,579 | $45,043-96.5% | $85,063-98.1% | $74,400-97.9% |
| Participation rate | 75.7% | 49.4%+26.3pp | 67.5%+8.2pp | 67.2%+8.5pp |
| Annual return | -0.06% | 26.26%-26.3pp | 66.54%-66.6pp | 1367.51%-1367.6pp |
| Employer contribution / active EE | $1,135 | $1,458-22.1% | $2,727-58.4% | $2,624-56.7% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $146 | $2,210-93.4% | $6,155-97.6% | $1,944-92.5% |