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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,374 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,030 |
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 | $51,157 | $47,456+7.8% | $172,753-70.4% | $77,775-34.2% |
| Participation rate | 32.5% | 66.3%-33.8pp | 82.6%-50.1pp | 73.2%-40.7pp |
| Annual return | 22.19% | 35.57%-13.4pp | 803.00%-780.8pp | 32.58%-10.4pp |
| Employer contribution / active EE | $175 | $1,574-88.9% | $5,144-96.6% | $2,504-93.0% |
| Participant deferral / active EE | $1,445 | $2,560-43.5% | $5,198-72.2% | $3,966-63.6% |
| Admin fee / account holder | $153 | $81+89.7% | $13,956-98.9% | $100+53.3% |