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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $20,009 |
WELL AND GOOD LLC4 years Service code 27 · EIN 05-1560115 | Advisory (Plan) | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,418 | $46,534+70.7% | $64,097+23.9% | $75,177+5.6% |
| Participation rate | 64.9% | 65.9%-1.0pp | 72.3%-7.4pp | 67.2%-2.3pp |
| Annual return | 9.72% | 26.07%-16.3pp | 33.75%-24.0pp | 160.75%-151.0pp |
| Employer contribution / active EE | $2,798 | $1,976+41.6% | $2,750+1.7% | $2,671+4.7% |
| Participant deferral / active EE | $3,610 | $2,835+27.3% | $3,881-7.0% | $4,126-12.5% |
| Admin fee / account holder | $44 | $2,957-98.5% | $3,070-98.6% | $5,651-99.2% |