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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0024967 | Advisory (Plan) | $13,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,449 | $56,339-63.7% | $104,299-80.4% | $68,490-70.1% |
| Participation rate | 52.5% | 63.3%-10.8pp | 73.3%-20.8pp | 67.9%-15.4pp |
| Annual return | -14.32% | -9.19%-5.1pp | 24.62%-38.9pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,639 | $1,960-16.4% | $3,373-51.4% | $2,597-36.9% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $105 | $4,902-97.8% | $7,339-98.6% | $5,403-98.0% |