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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,939 |
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 | $10,674 | $59,191-82.0% | $76,767-86.1% | $56,289-81.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 77.0%+15.4pp | 69.9%+22.5pp |
| Annual return | -5.34% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,461 | $1,759+39.9% | $2,485-1.0% | $2,111+16.6% |
| Participant deferral / active EE | $2,688 | $3,255-17.4% | $3,852-30.2% | $3,350-19.8% |
| Admin fee / account holder | $54 | $489-88.9% | $6,675-99.2% | $521-89.6% |