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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RISK STRATEGIES COMPANY Service code 26 310 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Participants) | $11,537 |
DECIMAL, INC.6 years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 300 · SAN FRANCISCO, CA 94104 | Plan Administrator | $0 |
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 | $49,614 | $102,422-51.6% | $147,117-66.3% | $80,959-38.7% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 13.34% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $4,970 | $3,717+33.7% | $4,932+0.8% | $2,757+80.3% |
| Participant deferral / active EE | $7,128 | $6,652+7.2% | $8,065-11.6% | $4,300+65.7% |
| Admin fee / account holder | $244 | $7,953-96.9% | $12,993-98.1% | $6,925-96.5% |