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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $977 |
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 | $9,803 | $48,050-79.6% | $85,969-88.6% | $59,633-83.6% |
| Participation rate | 80.4% | 64.5%+15.9pp | 76.5%+3.8pp | 68.7%+11.7pp |
| Annual return | 0.20% | 0.29%-0.1pp | 9.32%-9.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,290 | $1,640-21.3% | $3,474-62.9% | $2,203-41.5% |
| Participant deferral / active EE | $2,672 | $2,249+18.8% | $3,829-30.2% | $3,192-16.3% |
| Admin fee / account holder | $6 | $3,206-99.8% | $6,053-99.9% | $4,297-99.9% |