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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $5,230 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,789 | $37,196-60.2% | $154,111-90.4% | $55,725-73.5% |
| Participation rate | 60.7% | 64.1%-3.3pp | 83.0%-22.3pp | 70.9%-10.1pp |
| Annual return | -6.66% | 1319.68%-1326.3pp | 735.18%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $496 | $1,614-69.3% | $5,298-90.6% | $2,078-76.2% |
| Participant deferral / active EE | $1,585 | $2,068-23.4% | $5,081-68.8% | $3,356-52.8% |
| Admin fee / account holder | $20 | $102-80.4% | $13,411-99.9% | $115-82.7% |