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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 | $55,458-15.8% | $76,030-38.6% | $77,762-39.9% |
| Participation rate | 35.3% | 63.6%-28.3pp | 69.1%-33.8pp | 70.6%-35.3pp |
| Annual return | 12.49% | 17.10%-4.6pp | 361.54%-349.0pp | 31.27%-18.8pp |
| Employer contribution / active EE | $669 | $1,792-62.7% | $2,688-75.1% | $2,728-75.5% |
| Participant deferral / active EE | $1,902 | $3,454-45.0% | $4,257-55.3% | $4,651-59.1% |
| Admin fee / account holder | $280 | $411-31.8% | $6,421-95.6% | $433-35.3% |