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| Provider | Service type | Compensation |
|---|---|---|
AVONDALE PARTNERS LLC1 year Filed as: AVONDALE PARTNERS, LLC Service code 27 · EIN 62-1854335 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,436 | $45,382-15.3% | $154,110-75.1% | $75,289-48.9% |
| Participation rate | 60.2% | 65.9%-5.7pp | 83.0%-22.8pp | 72.4%-12.2pp |
| Annual return | -3.74% | -0.47%-3.3pp | 735.22%-739.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,453 | $1,533-5.2% | $5,298-72.6% | $2,405-39.6% |
| Participant deferral / active EE | $4,092 | $2,384+71.7% | $5,081-19.5% | $3,739+9.5% |
| Admin fee / account holder | $0 | $89-100.0% | $13,412-100.0% | $102-100.0% |