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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,359 | $88,087-59.9% | $164,866-78.6% | $74,546-52.6% |
| Participation rate | 87.3% | 73.1%+14.2pp | 78.6%+8.7pp | 67.2%+20.1pp |
| Annual return | 10.07% | 17.27%-7.2pp | 69.97%-59.9pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $263 | $2,232-88.2% | $12,689-97.9% | $1,944-86.5% |