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| Provider | Service type | Compensation |
|---|---|---|
SII INVESTMENTS INC1+ years Service code 55 · EIN 39-1099262 | Other Commissions | $6,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | $288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,884 | $67,166-65.9% | $57,356-60.1% | $55,191-58.5% |
| Participation rate | 27.8% | 77.7%-49.9pp | 75.1%-47.3pp | 69.2%-41.4pp |
| Annual return | -1.77% | 4.22%-6.0pp | 24.41%-26.2pp | 10.78%-12.6pp |
| Employer contribution / active EE | $991 | $2,812-64.8% | $2,689-63.1% | $1,899-47.8% |
| Participant deferral / active EE | $1,577 | $2,835-44.4% | $3,162-50.1% | $3,046-48.2% |
| Admin fee / account holder | $3 | $44-93.3% | $3,357-99.9% | $91-96.8% |