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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,411 | $46,732+22.9% | $156,551-63.3% | $55,167+4.1% |
| Participation rate | 43.0% | 65.8%-22.8pp | 84.0%-41.0pp | 69.0%-26.0pp |
| Annual return | 6.95% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $564 | $2,105-73.2% | $5,501-89.7% | $1,963-71.2% |
| Participant deferral / active EE | $808 | $2,204-63.4% | $4,871-83.4% | $3,054-73.6% |
| Admin fee / account holder | $114 | $418-72.8% | $13,028-99.1% | $504-77.4% |