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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $1,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,297 | $101,653-77.1% | $147,080-84.2% | $74,459-68.7% |
| Participation rate | 93.6% | 75.6%+18.1pp | 82.2%+11.5pp | 67.2%+26.4pp |
| Annual return | 28.62% | 8754.98%-8726.4pp | 420.17%-391.6pp | 1369.70%-1341.1pp |
| Employer contribution / active EE | $1,983 | $3,813-48.0% | $4,933-59.8% | $2,626-24.5% |
| Participant deferral / active EE | $6,946 | $7,304-4.9% | $8,066-13.9% | $4,350+59.7% |
| Admin fee / account holder | $171 | $1,752-90.3% | $12,989-98.7% | $1,945-91.2% |