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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARCHFORD CAPITAL STRATEGIES Service code 99 · EIN 46-2394834 | Other Fees | $18,347 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,423 | $73,863-12.8% | $143,797-55.2% | $68,490-5.9% |
| Participation rate | 53.1% | 66.7%-13.6pp | 80.3%-27.2pp | 67.9%-14.8pp |
| Annual return | -9.85% | 0.91%-10.8pp | -0.04%-9.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $1,371 | $3,185-57.0% | $4,952-72.3% | $2,597-47.2% |
| Participant deferral / active EE | $2,426 | $3,385-28.3% | $5,638-57.0% | $4,028-39.8% |
| Admin fee / account holder | $300 | $5,756-94.8% | $14,679-98.0% | $5,403-94.4% |