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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $53,669 | $50,175+7.0% | $99,475-46.0% | $65,185-17.7% |
| Participation rate | 62.0% | 68.4%-6.4pp | 73.8%-11.8pp | 70.2%-8.2pp |
| Annual return | 18.48% | 25.36%-6.9pp | 30.72%-12.2pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,066 | $1,496-28.7% | $2,540-58.0% | $2,177-51.0% |
| Participant deferral / active EE | $1,892 | $2,748-31.1% | $3,619-47.7% | $3,514-46.1% |
| Admin fee / account holder | $65 | $398-83.7% | $6,252-99.0% | $847-92.3% |