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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,069 | $81,948-65.7% | $90,766-69.1% | $64,824-56.7% |
| Participation rate | 9.9% | 80.5%-70.5pp | 75.7%-65.8pp | 71.5%-61.5pp |
| Annual return | -15.55% | -12.53%-3.0pp | -12.16%-3.4pp | 32.84%-48.4pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $231 | $4,844-95.2% | $4,565-94.9% | $4,311-94.7% |
| Admin fee / account holder | $20 | $157-87.3% | $8,446-99.8% | $188-89.4% |