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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARCHFORD CAPITAL STRATEGIES Service code 99 · EIN 46-2394834 | Other Fees | $16,582 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,797 | $91,198-35.5% | $178,503-67.1% | $79,856-26.4% |
| Participation rate | 60.8% | 69.2%-8.4pp | 81.9%-21.1pp | 69.6%-8.8pp |
| Annual return | 9.47% | 24.20%-14.7pp | 151.12%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,064 | $3,257-67.3% | $5,011-78.8% | $2,471-56.9% |
| Participant deferral / active EE | $2,307 | $3,237-28.7% | $5,202-55.7% | $3,741-38.3% |
| Admin fee / account holder | $270 | $6,748-96.0% | $13,987-98.1% | $5,306-94.9% |