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| Provider | Service type | Compensation |
|---|---|---|
CRESCENT HILL PARTNERS LLC4 years Service code 27 · EIN 46-1330773 | Advisory (Plan) | $30,591 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,587 |
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 | $56,494 | $46,464+21.6% | $150,298-62.4% | $79,634-29.1% |
| Participation rate | 38.4% | 57.0%-18.5pp | 77.8%-39.3pp | 62.5%-24.0pp |
| Annual return | 13.41% | 27.89%-14.5pp | 62.79%-49.4pp | 36.46%-23.0pp |
| Employer contribution / active EE | $374 | $1,512-75.3% | $4,154-91.0% | $2,529-85.2% |
| Participant deferral / active EE | $1,899 | $2,157-11.9% | $5,453-65.2% | $3,835-50.5% |
| Admin fee / account holder | $207 | $891-76.8% | $14,116-98.5% | $1,002-79.4% |