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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,494 |
1ST GLOBAL CAPITAL CORP1 year Service code 61 · EIN 75-2429960 | Finders' fees / placement fees | $0 |
SII INVESTMENTS INC2+ years Service code 61 · EIN 39-1099262 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $18,359 | $57,921-68.3% | $84,753-78.3% | $57,658-68.2% |
| Participation rate | 42.9% | 72.9%-30.0pp | 76.6%-33.7pp | 70.2%-27.3pp |
| Annual return | 8.02% | 10.24%-2.2pp | 22.78%-14.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $411 | $2,598-84.2% | $3,574-88.5% | $1,974-79.2% |
| Participant deferral / active EE | $1,404 | $2,742-48.8% | $3,712-62.2% | $3,061-54.1% |
| Admin fee / account holder | $26 | $130-80.3% | $5,333-99.5% | $95-73.0% |