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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,331 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,327 | $50,574-42.0% | $169,368-82.7% | $80,160-63.4% |
| Participation rate | 7.7% | 67.8%-60.1pp | 77.1%-69.5pp | 72.9%-65.3pp |
| Annual return | 19.24% | 22.92%-3.7pp | 405.60%-386.4pp | 40.38%-21.1pp |
| Employer contribution / active EE | $0 | $1,693-100.0% | $4,013-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $321 | $4,164-92.3% | $6,221-94.8% | $5,017-93.6% |
| Admin fee / account holder | $7 | $107-93.7% | $9,003-99.9% | $145-95.4% |