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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,429 | $46,360-19.3% | $147,617-74.6% | $52,331-28.5% |
| Participation rate | 65.1% | 64.9%+0.2pp | 84.6%-19.5pp | 68.1%-3.0pp |
| Annual return | -0.38% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $793 | $2,258-64.9% | $4,895-83.8% | $3,022-73.8% |
| Admin fee / account holder | $9 | $766-98.8% | $11,612-99.9% | $592-98.5% |