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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,845 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,122 |
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 | $36,834 | $44,873-17.9% | $79,467-53.6% | $56,289-34.6% |
| Participation rate | 50.3% | 68.7%-18.5pp | 73.3%-23.1pp | 69.9%-19.6pp |
| Annual return | -3.36% | 0.81%-4.2pp | 718.30%-721.7pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,770 | $2,140-17.3% | $2,800-36.8% | $2,111-16.1% |
| Participant deferral / active EE | $1,450 | $2,746-47.2% | $3,704-60.9% | $3,350-56.7% |
| Admin fee / account holder | $280 | $418-33.0% | $5,104-94.5% | $521-46.2% |