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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,317 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,090 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,247 | $92,055-50.8% | $106,213-57.4% | $77,643-41.7% |
| Participation rate | 43.2% | 81.0%-37.8pp | 75.3%-32.1pp | 70.6%-27.4pp |
| Annual return | 13.18% | 17.91%-4.7pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,582 | $3,367-53.0% | $3,171-50.1% | $2,726-42.0% |
| Participant deferral / active EE | $2,068 | $5,386-61.6% | $5,016-58.8% | $4,647-55.5% |
| Admin fee / account holder | $210 | $219-4.2% | $11,033-98.1% | $430-51.3% |