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| Provider | Service type | Compensation |
|---|---|---|
GARDE CAPITAL3 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $14,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,272 | $48,261-43.5% | $68,612-60.3% | $55,725-51.1% |
| Participation rate | 46.0% | 71.0%-25.0pp | 72.2%-26.2pp | 70.9%-24.9pp |
| Annual return | -6.28% | -2.61%-3.7pp | -4.63%-1.6pp | 244.93%-251.2pp |
| Employer contribution / active EE | $480 | $1,742-72.5% | $2,625-81.7% | $2,078-76.9% |
| Participant deferral / active EE | $2,129 | $2,712-21.5% | $3,311-35.7% | $3,356-36.5% |
| Admin fee / account holder | $114 | $126-10.0% | $5,131-97.8% | $115-1.4% |