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| Provider | Service type | Compensation |
|---|---|---|
SYMPHONY FINANCIAL SERVICES9 years Service code 99 · EIN 34-1959781 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,302 | $101,317-21.7% | $146,958-46.0% | $74,495+6.5% |
| Participation rate | 67.0% | 75.5%-8.5pp | 82.2%-15.2pp | 67.2%-0.2pp |
| Annual return | 9.66% | 8730.91%-8721.2pp | 418.34%-408.7pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,264 | $3,810-66.8% | $4,933-74.4% | $2,623-51.8% |
| Participant deferral / active EE | $3,689 | $7,303-49.5% | $8,070-54.3% | $4,346-15.1% |
| Admin fee / account holder | $41 | $1,739-97.6% | $12,998-99.7% | $1,942-97.9% |