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| Provider | Service type | Compensation |
|---|---|---|
GARDE CAPITAL4 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $16,501 |
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 | $32,116 | $55,790-42.4% | $76,657-58.1% | $67,579-52.5% |
| Participation rate | 44.2% | 71.1%-26.8pp | 72.1%-27.8pp | 71.3%-27.0pp |
| Annual return | 25.48% | 64.45%-39.0pp | 1166.74%-1141.3pp | 378.56%-353.1pp |
| Employer contribution / active EE | $509 | $1,810-71.9% | $2,303-77.9% | $2,148-76.3% |
| Participant deferral / active EE | $2,381 | $2,875-17.2% | $3,335-28.6% | $3,539-32.7% |
| Admin fee / account holder | $101 | $159-36.8% | $6,423-98.4% | $142-29.4% |