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| Provider | Service type | Compensation |
|---|---|---|
NPPG1 year Service code 99 · EIN 22-3349752 | Other Fees | $5,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,281 | $60,165+86.6% | $74,184+51.4% | $55,167+103.5% |
| Participation rate | 62.0% | 74.2%-12.2pp | 76.6%-14.6pp | 69.0%-7.0pp |
| Annual return | 5.20% | 10.00%-4.8pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,649 | $1,600+3.1% | $2,370-30.4% | $1,963-16.0% |
| Participant deferral / active EE | $4,543 | $2,973+52.8% | $3,550+28.0% | $3,054+48.7% |
| Admin fee / account holder | $13 | $419-96.8% | $5,586-99.8% | $504-97.3% |