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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CFS FINANCIAL SOLUTIONS Service code 99 · EIN 47-1245673 | Other Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,508 | $71,666-71.4% | $117,861-82.6% | $69,631-70.5% |
| Participation rate | 70.0% | 77.5%-7.6pp | 79.7%-9.7pp | 70.7%-0.7pp |
| Annual return | 13.26% | 18.86%-5.6pp | 335.11%-321.8pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $1,258 | $1,889-33.4% | $3,786-66.8% | $2,032-38.1% |
| Participant deferral / active EE | $2,117 | $3,340-36.6% | $4,482-52.8% | $3,224-34.3% |
| Admin fee / account holder | $227 | $120+89.0% | $8,021-97.2% | $110+105.9% |