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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,183 | $101,591-66.4% | $147,096-76.8% | $74,429-54.1% |
| Participation rate | 54.3% | 75.5%-21.2pp | 82.2%-27.8pp | 67.2%-12.9pp |
| Annual return | 17.24% | 8746.45%-8729.2pp | 419.75%-402.5pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $1,856 | $3,813-51.3% | $4,936-62.4% | $2,625-29.3% |
| Participant deferral / active EE | $2,937 | $7,302-59.8% | $8,071-63.6% | $4,348-32.5% |
| Admin fee / account holder | $126 | $1,750-92.8% | $13,005-99.0% | $1,944-93.5% |