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| Provider | Service type | Compensation |
|---|---|---|
PRONVEST2+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $10,672 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,315 | $41,281-60.5% | $109,313-85.1% | $57,658-71.7% |
| Participation rate | 33.1% | 59.3%-26.2pp | 71.3%-38.1pp | 70.2%-37.1pp |
| Annual return | 6.28% | 8.97%-2.7pp | 22.07%-15.8pp | 5.13%+1.1pp |
| Employer contribution / active EE | $340 | $1,201-71.7% | $3,892-91.3% | $1,974-82.8% |
| Participant deferral / active EE | $560 | $2,223-74.8% | $3,166-82.3% | $3,061-81.7% |
| Admin fee / account holder | $34 | $75-54.5% | $5,666-99.4% | $95-63.8% |