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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,827 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,248 | $58,644-39.9% | $178,505-80.3% | $200,096-82.4% |
| Participation rate | 6.7% | 65.5%-58.8pp | 77.1%-70.4pp | 72.0%-65.3pp |
| Annual return | 15.32% | 19.25%-3.9pp | 27.16%-11.8pp | 34.26%-18.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $3,955-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $299 | $4,248-93.0% | $6,280-95.2% | $5,090-94.1% |
| Admin fee / account holder | $19 | $145-87.0% | $10,428-99.8% | $269-93.0% |