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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $63,981 | $84,936-24.7% | $111,303-42.5% | $79,393-19.4% |
| Participation rate | 60.3% | 75.9%-15.5pp | 77.3%-17.0pp | 70.7%-10.4pp |
| Annual return | 13.51% | 17.45%-3.9pp | 54.66%-41.1pp | 116.87%-103.4pp |
| Employer contribution / active EE | $484 | $1,979-75.5% | $2,731-82.3% | $2,428-80.0% |
| Participant deferral / active EE | $2,094 | $3,888-46.1% | $4,487-53.3% | $4,046-48.2% |
| Admin fee / account holder | $36 | $537-93.2% | $7,966-99.5% | $627-94.2% |