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| Provider | Service type | Compensation |
|---|---|---|
SENTARA CAPITAL1+ years Service code 26 · EIN 45-4276691 | Advisory (Participants) | $14,089 |
THE CHEROKEE BENEFITS GROUP, INC.1+ years Service code 15 · EIN 58-2229338 | Recordkeeping | $7,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,517 | $60,165-37.6% | $74,183-49.4% | $55,167-32.0% |
| Participation rate | 55.4% | 74.2%-18.8pp | 76.6%-21.2pp | 69.0%-13.6pp |
| Annual return | 7.82% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,036 | $1,600-35.2% | $2,370-56.3% | $1,963-47.2% |
| Participant deferral / active EE | $1,852 | $2,973-37.7% | $3,550-47.8% | $3,054-39.4% |
| Admin fee / account holder | $276 | $419-34.2% | $5,586-95.1% | $504-45.3% |