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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $17,267 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,754 | $99,957-66.2% | $149,745-77.5% | $73,497-54.1% |
| Participation rate | 18.3% | 75.7%-57.4pp | 82.5%-64.2pp | 70.7%-52.4pp |
| Annual return | 20.93% | 53.87%-32.9pp | 276.72%-255.8pp | 28.51%-7.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,729 | $6,073-55.1% | $6,843-60.1% | $3,740-27.0% |
| Admin fee / account holder | $242 | $551-56.0% | $9,312-97.4% | $513-52.8% |