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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $6,290 |
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 | $70,052 | $69,823+0.3% | $76,902-8.9% | $74,473-5.9% |
| Participation rate | 45.8% | 70.0%-24.2pp | 69.6%-23.8pp | 70.7%-25.0pp |
| Annual return | 20.58% | 19.99%+0.6pp | 37.91%-17.3pp | 34.36%-13.8pp |
| Employer contribution / active EE | $1,437 | $2,148-33.1% | $2,534-43.3% | $2,638-45.5% |
| Participant deferral / active EE | $3,535 | $3,558-0.6% | $3,833-7.8% | $4,530-22.0% |
| Admin fee / account holder | $27 | $398-93.2% | $5,479-99.5% | $347-92.3% |