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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,834 |
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 | $33,782 | $72,303-53.3% | $86,698-61.0% | $64,819-47.9% |
| Participation rate | 54.7% | 80.4%-25.7pp | 76.6%-21.9pp | 71.5%-16.8pp |
| Annual return | -14.90% | 392.77%-407.7pp | 35.95%-50.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $2,287 | $2,393-4.4% | $2,837-19.4% | $2,507-8.8% |
| Participant deferral / active EE | $2,914 | $4,660-37.5% | $4,656-37.4% | $4,311-32.4% |
| Admin fee / account holder | $56 | $174-67.8% | $7,493-99.3% | $188-70.2% |