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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $13,554 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,175 | $56,540-51.9% | $185,849-85.4% | $86,821-68.7% |
| Participation rate | 59.8% | 65.5%-5.7pp | 81.7%-21.9pp | 72.3%-12.5pp |
| Annual return | 11.56% | 118.20%-106.6pp | 122.10%-110.5pp | 97.94%-86.4pp |
| Employer contribution / active EE | $1,054 | $1,844-42.8% | $5,169-79.6% | $2,406-56.2% |
| Participant deferral / active EE | $2,592 | $2,555+1.4% | $5,569-53.5% | $4,132-37.3% |
| Admin fee / account holder | $61 | $150-59.0% | $16,244-99.6% | $170-63.8% |