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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $585 |
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.
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 | $11,110 | $46,173-75.9% | $170,435-93.5% | $69,631-84.0% |
| Participation rate | 15.9% | 63.9%-48.0pp | 83.6%-67.7pp | 70.7%-54.8pp |
| Annual return | 44.62% | 21.62%+23.0pp | 205.94%-161.3pp | 27571.02%-27526.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $436 | $2,080-79.0% | $4,939-91.2% | $3,224-86.5% |
| Admin fee / account holder | $12 | $116-89.7% | $13,881-99.9% | $110-89.2% |