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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $48,559 |
Service code 99 · EIN 20-8874282 | Other Fees | $30,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,255 | $92,303-49.9% | $152,466-69.7% | $86,813-46.7% |
| Participation rate | 44.7% | 81.1%-36.4pp | 78.2%-33.5pp | 72.3%-27.6pp |
| Annual return | 15.20% | 531.69%-516.5pp | 757.33%-742.1pp | 97.93%-82.7pp |
| Employer contribution / active EE | $1,369 | $3,748-63.5% | $4,327-68.4% | $2,406-43.1% |
| Participant deferral / active EE | $3,633 | $5,599-35.1% | $5,820-37.6% | $4,131-12.1% |
| Admin fee / account holder | $250 | $150+67.0% | $15,805-98.4% | $170+47.7% |