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| Provider | Service type | Compensation |
|---|---|---|
DRAVO BAY LLC3 years Service code 26 · EIN 83-1605610 | Advisory (Participants) | $15,820 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,814 | $56,540-72.0% | $185,851-91.5% | $86,821-81.8% |
| Participation rate | 80.8% | 65.5%+15.3pp | 81.7%-0.9pp | 72.3%+8.5pp |
| Annual return | 20.46% | 118.20%-97.7pp | 122.11%-101.6pp | 97.94%-77.5pp |
| Employer contribution / active EE | $528 | $1,844-71.4% | $5,168-89.8% | $2,406-78.1% |
| Participant deferral / active EE | $1,520 | $2,555-40.5% | $5,569-72.7% | $4,132-63.2% |
| Admin fee / account holder | $119 | $150-20.4% | $16,245-99.3% | $170-29.7% |