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| Provider | Service type | Compensation |
|---|---|---|
WIDMER ROEL PC1 year Service code 10 · EIN 45-0334950 4220 31ST AVE S · FARGO, ND 58104 | Accounting | $7,008 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,063 | $136,307-81.6% | $177,840-85.9% | $73,493-65.9% |
| Participation rate | 39.0% | 86.1%-47.1pp | 87.7%-48.7pp | 70.7%-31.7pp |
| Annual return | 5.28% | 18.68%-13.4pp | 48.32%-43.0pp | 28.51%-23.2pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $173 | $596-71.0% | $12,431-98.6% | $513-66.3% |