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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $690 |
DEFINITI LLC2 years Service code 26 · EIN 85-0833363 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,624 | $55,446-62.8% | $155,574-86.7% | $74,429-72.3% |
| Participation rate | 40.6% | 61.9%-21.3pp | 78.2%-37.6pp | 67.2%-26.6pp |
| Annual return | 11.71% | 269.20%-257.5pp | 64.87%-53.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $182 | $2,266-91.9% | $4,676-96.1% | $2,625-93.0% |
| Participant deferral / active EE | $1,099 | $2,836-61.2% | $5,629-80.5% | $4,348-74.7% |
| Admin fee / account holder | $13 | $1,743-99.3% | $15,914-99.9% | $1,944-99.3% |