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| Provider | Service type | Compensation |
|---|---|---|
RYAN WEALTH MANAGEMENT1 year Service code 27 · EIN 20-3860544 | Advisory (Plan) | $25,782 |
LORING WARD1 year Service code 27 · EIN 95-4699121 | Advisory (Plan) | $11,538 |
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 | $39,153 | $55,167-29.0% | $46,225-15.3% | $55,167-29.0% |
| Participation rate | 66.7% | 69.0%-2.3pp | 79.5%-12.8pp | 69.0%-2.3pp |
| Annual return | 9.64% | 169.23%-159.6pp | 7.57%+2.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,315 | $1,963-33.0% | $3,424-61.6% | $1,963-33.0% |
| Participant deferral / active EE | $2,669 | $3,054-12.6% | $3,776-29.3% | $3,054-12.6% |
| Admin fee / account holder | $270 | $504-46.4% | $3,519-92.3% | $504-46.4% |