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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 36-3580924 | Pension Consulting | $3,166 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,573 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,124 | $72,639-42.0% | $90,766-53.6% | $66,949-37.1% |
| Participation rate | 71.3% | 73.7%-2.4pp | 75.7%-4.4pp | 69.8%+1.5pp |
| Annual return | -10.93% | -12.28%+1.4pp | -12.16%+1.2pp | 1.57%-12.5pp |
| Employer contribution / active EE | $378 | $2,369-84.1% | $2,922-87.1% | $2,545-85.2% |
| Participant deferral / active EE | $2,764 | $3,979-30.5% | $4,565-39.5% | $4,239-34.8% |
| Admin fee / account holder | $43 | $708-93.9% | $8,446-99.5% | $594-92.7% |