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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 7333 E DOUBLETREE RANCH RD · SCOTTSDALE, AZ 85258 | Other Commissions | $7,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,381 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,489 | $63,924-58.6% | $108,582-75.6% | $55,167-52.0% |
| Participation rate | 51.8% | 74.3%-22.5pp | 79.6%-27.8pp | 69.0%-17.2pp |
| Annual return | 6.14% | 15.31%-9.2pp | -51.70%+57.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $702 | $1,879-62.7% | $3,758-81.3% | $1,963-64.3% |
| Participant deferral / active EE | $1,496 | $3,067-51.2% | $4,311-65.3% | $3,054-51.0% |
| Admin fee / account holder | $17 | $618-97.3% | $7,645-99.8% | $504-96.7% |