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| Provider | Service type | Compensation |
|---|---|---|
CAPIN CROUSE LLP1+ years Service code 10 · EIN 36-3990892 | Accounting | $12,550 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 · EIN 26-3521867 | Consulting | $5,200 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$28,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,345 | $34,220+0.4% | $73,837-53.5% | $59,188-42.0% |
| Participation rate | 64.3% | 59.1%+5.2pp | 73.4%-9.1pp | 69.4%-5.1pp |
| Annual return | 0.48% | 3.36%-2.9pp | 2268.13%-2267.6pp | 5.51%-5.0pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,788-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,739 | $2,035-14.5% | $3,583-51.5% | $3,265-46.7% |
| Admin fee / account holder | $16 | $64-75.6% | $4,882-99.7% | $92-83.0% |