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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VRIAC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,593 | $34,677-29.1% | $77,024-68.1% | $64,808-62.1% |
| Participation rate | 25.3% | 49.8%-24.5pp | 67.9%-42.6pp | 71.5%-46.1pp |
| Annual return | -19.46% | -5.33%-14.1pp | 42.32%-61.8pp | 32.82%-52.3pp |
| Employer contribution / active EE | $743 | $1,370-45.7% | $2,812-73.6% | $2,506-70.3% |
| Participant deferral / active EE | $1,508 | $2,556-41.0% | $4,426-65.9% | $4,310-65.0% |
| Admin fee / account holder | $126 | $179-29.3% | $5,425-97.7% | $188-32.8% |