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| Provider | Service type | Compensation |
|---|---|---|
DRAVO BAY LLC5 years Service code 26 · EIN 83-1605610 | Advisory (Participants) | $14,547 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,780 |
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 | $14,007 | $47,180-70.3% | $149,723-90.6% | $74,473-81.2% |
| Participation rate | 85.5% | 63.4%+22.1pp | 78.8%+6.8pp | 70.7%+14.8pp |
| Annual return | 15.62% | 22.75%-7.1pp | 134.50%-118.9pp | 34.36%-18.7pp |
| Employer contribution / active EE | $751 | $1,907-60.6% | $4,821-84.4% | $2,638-71.5% |
| Participant deferral / active EE | $1,662 | $2,730-39.1% | $5,682-70.7% | $4,530-63.3% |
| Admin fee / account holder | $119 | $343-65.4% | $13,215-99.1% | $347-65.8% |