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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3030907 | Advisory (Participants) | $12,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,731 | $49,693-14.0% | $70,544-39.4% | $74,460-42.6% |
| Participation rate | 33.7% | 64.7%-31.0pp | 68.4%-34.7pp | 70.7%-37.0pp |
| Annual return | 12.37% | 21.22%-8.8pp | 32.79%-20.4pp | 34.38%-22.0pp |
| Employer contribution / active EE | $673 | $1,773-62.0% | $2,976-77.4% | $2,638-74.5% |
| Participant deferral / active EE | $1,877 | $3,376-44.4% | $4,568-58.9% | $4,530-58.6% |
| Admin fee / account holder | $277 | $316-12.3% | $6,427-95.7% | $348-20.4% |