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| Provider | Service type | Compensation |
|---|---|---|
GARDE CAPITAL5 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $20,767 |
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 | $43,224 | $61,473-29.7% | $81,716-47.1% | $73,412-41.1% |
| Participation rate | 44.0% | 72.4%-28.4pp | 72.0%-28.0pp | 72.2%-28.2pp |
| Annual return | 18.88% | 28.26%-9.4pp | 29.49%-10.6pp | 59.30%-40.4pp |
| Employer contribution / active EE | $645 | $1,898-66.0% | $4,310-85.0% | $2,234-71.1% |
| Participant deferral / active EE | $2,997 | $3,080-2.7% | $7,108-57.8% | $3,806-21.2% |
| Admin fee / account holder | $132 | $125+5.3% | $5,159-97.4% | $158-16.3% |