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| Provider | Service type | Compensation |
|---|---|---|
CRESCENT HILL PARTNERS LLC3 years Service code 27 · EIN 46-1330773 | Advisory (Plan) | $27,740 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,443 |
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 | $54,521 | $50,812+7.3% | $155,602-65.0% | $77,692-29.8% |
| Participation rate | 36.4% | 63.1%-26.7pp | 78.2%-41.8pp | 70.6%-34.2pp |
| Annual return | 13.68% | 34.85%-21.2pp | 64.81%-51.1pp | 31.25%-17.6pp |
| Employer contribution / active EE | $520 | $1,989-73.9% | $4,675-88.9% | $2,726-80.9% |
| Participant deferral / active EE | $1,631 | $2,822-42.2% | $5,629-71.0% | $4,648-64.9% |
| Admin fee / account holder | $197 | $436-54.9% | $15,923-98.8% | $431-54.3% |