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| Provider | Service type | Compensation |
|---|---|---|
EGI FINANCIAL, INC.1 year Service code 26 · EIN 34-1716188 | Advisory (Participants) | $12,037 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,221 | $75,388-69.2% | $123,552-81.2% | $55,725-58.3% |
| Participation rate | 65.2% | 75.7%-10.5pp | 82.3%-17.1pp | 70.9%-5.7pp |
| Annual return | 3.66% | 4.48%-0.8pp | 119.20%-115.5pp | 244.93%-241.3pp |
| Employer contribution / active EE | $953 | $3,063-68.9% | $4,628-79.4% | $2,078-54.1% |
| Participant deferral / active EE | $1,939 | $5,651-65.7% | $6,426-69.8% | $3,356-42.2% |
| Admin fee / account holder | $206 | $120+71.8% | $9,285-97.8% | $115+78.6% |