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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $33,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,213 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,274 | $85,135-53.9% | $98,920-60.3% | $73,412-46.5% |
| Participation rate | 34.9% | 81.1%-46.2pp | 76.0%-41.1pp | 72.2%-37.3pp |
| Annual return | 10.17% | 19.14%-9.0pp | 196.47%-186.3pp | 59.30%-49.1pp |
| Employer contribution / active EE | $934 | $2,721-65.7% | $2,689-65.3% | $2,234-58.2% |
| Participant deferral / active EE | $1,417 | $4,349-67.4% | $4,245-66.6% | $3,806-62.8% |
| Admin fee / account holder | $210 | $139+51.1% | $6,643-96.8% | $158+33.3% |