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| Provider | Service type | Compensation |
|---|---|---|
LAURA AFOA INSURANCE SERVICES1+ years Service code 26 · EIN 27-3899680 | Advisory (Participants) | $7 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $1,748 | $39,948-95.6% | $89,414-98.0% | $73,412-97.6% |
| Participation rate | 1.1% | 50.4%-49.3pp | 68.0%-66.8pp | 72.2%-71.0pp |
| Annual return | 0.00% | 50.12%-50.1pp | 245.50%-245.5pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $19 | $2,193-99.1% | $3,890-99.5% | $3,806-99.5% |
| Admin fee / account holder | $21 | $134-84.2% | $4,883-99.6% | $158-86.5% |