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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,764 | $38,365-40.7% | $84,637-73.1% | $65,186-65.1% |
| Participation rate | 42.1% | 55.7%-13.6pp | 68.2%-26.1pp | 70.2%-28.1pp |
| Annual return | 16.41% | 32.00%-15.6pp | 258.82%-242.4pp | 29.39%-13.0pp |
| Employer contribution / active EE | $598 | $1,258-52.5% | $2,653-77.5% | $2,177-72.5% |
| Participant deferral / active EE | $2,212 | $2,278-2.9% | $3,900-43.3% | $3,514-37.1% |
| Admin fee / account holder | $40 | $451-91.2% | $4,914-99.2% | $847-95.3% |