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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $88,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,972 |
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 | $82,390 | $55,347+48.9% | $120,580-31.7% | $200,096-58.8% |
| Participation rate | 66.6% | 52.9%+13.8pp | 72.0%-5.3pp | 72.0%-5.4pp |
| Annual return | 14.44% | 15.37%-0.9pp | 107.48%-93.0pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,580 | $1,296+21.9% | $3,469-54.5% | $3,038-48.0% |
| Participant deferral / active EE | $3,173 | $2,350+35.0% | $4,995-36.5% | $5,090-37.7% |
| Admin fee / account holder | $87 | $134-34.9% | $9,418-99.1% | $269-67.6% |