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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $26,458 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,339 | $64,176+12.7% | $112,263-35.6% | $66,949+8.1% |
| Participation rate | 56.7% | 68.4%-11.8pp | 75.1%-18.4pp | 69.8%-13.1pp |
| Annual return | -16.95% | -13.80%-3.1pp | 27.49%-44.4pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,093 | $3,007-30.4% | $3,636-42.4% | $2,545-17.8% |
| Participant deferral / active EE | $3,825 | $3,694+3.6% | $4,729-19.1% | $4,239-9.8% |
| Admin fee / account holder | $1 | $626-99.9% | $6,410-100.0% | $594-99.9% |