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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,653 | $84,482+33.3% | $125,363-10.1% | $66,930+68.3% |
| Participation rate | 36.3% | 76.4%-40.1pp | 82.4%-46.1pp | 69.8%-33.5pp |
| Annual return | -17.35% | -8.49%-8.9pp | 572.15%-589.5pp | 1.57%-18.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,747 | $6,782-44.7% | $7,447-49.7% | $4,238-11.6% |
| Admin fee / account holder | $266 | $685-61.2% | $10,005-97.3% | $593-55.3% |