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| Provider | Service type | Compensation |
|---|---|---|
Service code 62 · EIN 04-1590850 | Float revenue | $0 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 2.28% | 8.15%-5.9pp | 7.87%-5.6pp | 11.45%-9.2pp |
| Employer contribution / active EE | $0 | $17,725-100.0% | $31,784-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $504 | $1,144-56.0% | $241+109.2% | $357+41.2% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |