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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $13,148 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457 | $29,525-98.5% | $56,033-99.2% | $77,736-99.4% |
| Participation rate | 99.1% | 32.7%+66.4pp | 52.5%+46.6pp | 70.6%+28.5pp |
| Annual return | 7.99% | 18.90%-10.9pp | 1711.38%-1703.4pp | 31.26%-23.3pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,954-100.0% | $4,651-100.0% |
| Admin fee / account holder | $20 | $1,040-98.1% | $2,827-99.3% | $433-95.4% |