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| Provider | Service type | Compensation |
|---|---|---|
EDUCATORS FINANCIAL SERVICES INC2+ years Filed as: EDUCATORS FINANCIAL SERVICES Service code 26 440 EMERSON ST N STE 2 · CAMBRIDGE, MN 55008 | Advisory (Participants) | $7,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,959 | $60,165-73.5% | $74,184-78.5% | $55,167-71.1% |
| Participation rate | 35.5% | 74.2%-38.6pp | 76.6%-41.1pp | 69.0%-33.5pp |
| Annual return | 7.26% | 10.00%-2.7pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $454 | $2,973-84.7% | $3,550-87.2% | $3,054-85.1% |
| Admin fee / account holder | $123 | $419-70.6% | $5,586-97.8% | $504-75.5% |