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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $81,417 |
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.
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 | $11,713 | $45,000-74.0% | $143,799-91.9% | $77,906-85.0% |
| Participation rate | 16.2% | 66.8%-50.6pp | 80.3%-64.1pp | 73.7%-57.5pp |
| Annual return | -14.77% | 29.03%-43.8pp | -0.04%-14.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $445 | $1,870-76.2% | $4,952-91.0% | $2,846-84.4% |
| Participant deferral / active EE | $689 | $3,157-78.2% | $5,638-87.8% | $4,805-85.7% |
| Admin fee / account holder | $270 | $98+173.9% | $14,677-98.2% | $133+103.3% |