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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $60,723 | $35,986+68.7% | $77,513-21.7% | $73,493-17.4% |
| Participation rate | 17.0% | 40.8%-23.8pp | 54.2%-37.2pp | 70.7%-53.7pp |
| Annual return | 13.56% | 19.26%-5.7pp | 54.81%-41.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $6 | $557-99.0% | $987-99.4% | $2,270-99.8% |
| Participant deferral / active EE | $797 | $1,198-33.4% | $1,861-57.2% | $3,740-78.7% |
| Admin fee / account holder | $240 | $466-48.4% | $2,859-91.6% | $513-53.2% |