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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $25,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,061 |
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 | $19,802 | $75,388-73.7% | $123,553-84.0% | $55,725-64.5% |
| Participation rate | 90.4% | 75.7%+14.7pp | 82.3%+8.1pp | 70.9%+19.6pp |
| Annual return | -1.56% | 4.48%-6.0pp | 119.21%-120.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,546 | $3,063-49.5% | $4,628-66.6% | $2,078-25.6% |
| Participant deferral / active EE | $5,866 | $5,651+3.8% | $6,426-8.7% | $3,356+74.8% |
| Admin fee / account holder | $91 | $120-23.8% | $9,284-99.0% | $115-20.7% |