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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,113 |
Service code 27 · EIN 46-1330773 | Advisory (Plan) | $13,565 |
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 | $44,674 | $46,332-3.6% | $143,799-68.9% | $64,819-31.1% |
| Participation rate | 34.8% | 64.2%-29.5pp | 80.3%-45.5pp | 71.5%-36.7pp |
| Annual return | -15.63% | -10.05%-5.6pp | -0.04%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $522 | $1,911-72.7% | $4,952-89.5% | $2,507-79.2% |
| Participant deferral / active EE | $1,470 | $2,647-44.5% | $5,638-73.9% | $4,311-65.9% |
| Admin fee / account holder | $197 | $154+28.1% | $14,677-98.7% | $188+5.0% |