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| Provider | Service type | Compensation |
|---|---|---|
GARDE CAPITAL7 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $30,273 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $8,853 |
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 | $34,560 | $56,503-38.8% | $69,884-50.5% | $64,819-46.7% |
| Participation rate | 60.9% | 70.5%-9.6pp | 70.5%-9.6pp | 71.5%-10.6pp |
| Annual return | -17.10% | -13.44%-3.7pp | 190.81%-207.9pp | 32.84%-49.9pp |
| Employer contribution / active EE | $802 | $2,046-60.8% | $2,560-68.7% | $2,507-68.0% |
| Participant deferral / active EE | $4,077 | $3,389+20.3% | $3,848+5.9% | $4,311-5.4% |
| Admin fee / account holder | $157 | $160-2.0% | $6,266-97.5% | $188-16.3% |