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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,290 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,475 | $41,151-86.7% | $80,648-93.2% | $71,529-92.3% |
| Participation rate | 96.4% | 50.2%+46.2pp | 67.0%+29.4pp | 67.9%+28.5pp |
| Annual return | 10.88% | 38.49%-27.6pp | 937.21%-926.3pp | 28.97%-18.1pp |
| Employer contribution / active EE | $3,864 | $1,513+155.4% | $2,724+41.9% | $2,590+49.2% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $122 | $1,842-93.4% | $5,382-97.7% | $1,588-92.3% |