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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 26-0301051 | Accounting | $2,266 |
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 | $38,934 | $47,977-18.8% | $154,111-74.7% | $56,287-30.8% |
| Participation rate | 60.4% | 66.2%-5.7pp | 83.0%-22.6pp | 69.9%-9.4pp |
| Annual return | -6.59% | 3.54%-10.1pp | 735.18%-741.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $863 | $2,392-63.9% | $5,081-83.0% | $3,350-74.2% |
| Admin fee / account holder | $31 | $438-92.8% | $13,411-99.8% | $521-94.0% |