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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARCHFORD CAPITAL STRATEGIES Service code 99 · EIN 46-2394834 | Other Fees | $19,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,819 | $95,406-27.9% | $185,849-63.0% | $85,847-19.8% |
| Participation rate | 64.4% | 68.8%-4.4pp | 81.7%-17.3pp | 69.3%-5.0pp |
| Annual return | 10.21% | 23.59%-13.4pp | 122.10%-111.9pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,196 | $3,314-63.9% | $5,169-76.9% | $2,565-53.4% |
| Participant deferral / active EE | $2,364 | $3,424-31.0% | $5,569-57.6% | $3,952-40.2% |
| Admin fee / account holder | $390 | $7,214-94.6% | $16,244-97.6% | $6,261-93.8% |