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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 91-1507276 | Pension Consulting | $5,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,491 | $42,546-54.2% | $71,796-72.9% | $55,167-64.7% |
| Participation rate | 69.5% | 59.1%+10.4pp | 69.1%+0.4pp | 69.0%+0.5pp |
| Annual return | 5.67% | 12.36%-6.7pp | 78.04%-72.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $801 | $803-0.3% | $1,924-58.4% | $1,963-59.2% |
| Participant deferral / active EE | $2,232 | $2,064+8.1% | $2,794-20.1% | $3,054-26.9% |
| Admin fee / account holder | $61 | $650-90.6% | $4,815-98.7% | $504-87.9% |