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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $52,755 | $62,928-16.2% | $172,752-69.5% | $67,579-21.9% |
| Participation rate | 38.4% | 64.5%-26.1pp | 82.6%-44.3pp | 71.3%-32.9pp |
| Annual return | 24.77% | 30.36%-5.6pp | 802.97%-778.2pp | 378.56%-353.8pp |
| Employer contribution / active EE | $1,123 | $1,636-31.3% | $5,144-78.2% | $2,148-47.7% |
| Participant deferral / active EE | $2,007 | $2,145-6.4% | $5,198-61.4% | $3,539-43.3% |
| Admin fee / account holder | $10 | $167-93.9% | $13,955-99.9% | $142-92.8% |