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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,020 |
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 | $55,345 | $54,320+1.9% | $67,652-18.2% | $52,331+5.8% |
| Participation rate | 44.5% | 73.6%-29.1pp | 75.7%-31.1pp | 68.1%-23.6pp |
| Annual return | 1.02% | 6.81%-5.8pp | 6625.40%-6624.4pp | 4.54%-3.5pp |
| Employer contribution / active EE | $903 | $1,544-41.5% | $2,266-60.2% | $1,882-52.0% |
| Participant deferral / active EE | $1,806 | $2,950-38.8% | $3,560-49.3% | $3,022-40.2% |
| Admin fee / account holder | $119 | $527-77.5% | $4,821-97.5% | $592-79.9% |