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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 64-0655312 | Advisory (Participants) | $6,996 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,170 | $49,471-71.4% | $79,583-82.2% | $66,949-78.8% |
| Participation rate | 23.0% | 61.4%-38.3pp | 69.5%-46.5pp | 69.8%-46.8pp |
| Annual return | -13.98% | 84.30%-98.3pp | 0.16%-14.1pp | 1.57%-15.5pp |
| Employer contribution / active EE | $408 | $1,266-67.8% | $2,414-83.1% | $2,545-84.0% |
| Participant deferral / active EE | $502 | $3,160-84.1% | $3,986-87.4% | $4,239-88.2% |
| Admin fee / account holder | $264 | $595-55.7% | $6,835-96.1% | $594-55.6% |