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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $89 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,408 | $67,166+77.8% | $57,356+108.2% | $55,191+116.4% |
| Participation rate | 60.7% | 77.7%-17.0pp | 75.1%-14.4pp | 69.2%-8.5pp |
| Annual return | 1.53% | 4.22%-2.7pp | 24.41%-22.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $4,250 | $2,812+51.1% | $2,689+58.1% | $1,899+123.8% |
| Participant deferral / active EE | $2,665 | $2,835-6.0% | $3,162-15.7% | $3,046-12.5% |
| Admin fee / account holder | $0 | $44-99.6% | $3,357-100.0% | $91-99.8% |