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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,214 |
OLAM AMERICAS INC1 year Filed as: OLAM AMERICAS INC. Service code 99 · EIN 30-0514300 | Other Fees | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,095 | $61,605-78.7% | $112,273-88.3% | $75,173-82.6% |
| Participation rate | 83.8% | 61.7%+22.1pp | 72.4%+11.3pp | 67.2%+16.6pp |
| Annual return | 11.77% | 28.47%-16.7pp | 30.23%-18.5pp | 160.72%-149.0pp |
| Employer contribution / active EE | $3,949 | $2,015+95.9% | $3,431+15.1% | $2,671+47.9% |
| Participant deferral / active EE | $6,868 | $3,108+121.0% | $4,800+43.1% | $4,126+66.5% |
| Admin fee / account holder | $48 | $4,862-99.0% | $7,752-99.4% | $5,651-99.1% |