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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-0452274 | Advisory (Plan) | $42,816 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,359 | $88,083-59.9% | $164,813-78.5% | $74,495-52.5% |
| Participation rate | 87.3% | 73.0%+14.2pp | 78.6%+8.7pp | 67.2%+20.1pp |
| Annual return | 10.07% | 17.26%-7.2pp | 69.93%-59.9pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $263 | $2,234-88.2% | $12,690-97.9% | $1,942-86.5% |