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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,675 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,172 | $58,264-48.2% | $86,617-65.2% | $71,495-57.8% |
| Participation rate | 49.6% | 65.0%-15.4pp | 71.7%-22.1pp | 67.9%-18.3pp |
| Annual return | 12.23% | 21.63%-9.4pp | 591.91%-579.7pp | 28.85%-16.6pp |
| Employer contribution / active EE | $559 | $2,574-78.3% | $3,023-81.5% | $2,589-78.4% |
| Participant deferral / active EE | $1,234 | $3,436-64.1% | $4,437-72.2% | $4,291-71.2% |
| Admin fee / account holder | $29 | $1,057-97.3% | $5,613-99.5% | $1,588-98.2% |