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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3030907 | Advisory (Participants) | $14,615 |
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 | $46,706 | $55,441-15.8% | $76,002-38.5% | $77,671-39.9% |
| Participation rate | 35.3% | 63.6%-28.3pp | 69.1%-33.8pp | 70.6%-35.3pp |
| Annual return | 12.49% | 17.08%-4.6pp | 360.07%-347.6pp | 31.21%-18.7pp |
| Employer contribution / active EE | $669 | $1,789-62.6% | $2,688-75.1% | $2,726-75.5% |
| Participant deferral / active EE | $1,902 | $3,451-44.9% | $4,257-55.3% | $4,648-59.1% |
| Admin fee / account holder | $280 | $407-31.1% | $6,414-95.6% | $430-34.9% |