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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $5,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,949 | $50,199+5.5% | $69,890-24.2% | $66,949-20.9% |
| Participation rate | 54.2% | 66.3%-12.2pp | 70.5%-16.3pp | 69.8%-15.6pp |
| Annual return | -17.05% | -13.85%-3.2pp | 190.84%-207.9pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,736 | $1,864-6.9% | $2,560-32.2% | $2,545-31.8% |
| Participant deferral / active EE | $4,511 | $3,112+45.0% | $3,848+17.2% | $4,239+6.4% |
| Admin fee / account holder | $10 | $600-98.3% | $6,267-99.8% | $594-98.3% |