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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3368904 | Recordkeeping and information managem... | $9,274 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,397 | $130,294-65.9% | $170,043-73.9% | $71,511-37.9% |
| Participation rate | 69.6% | 86.2%-16.5pp | 87.0%-17.4pp | 67.9%+1.7pp |
| Annual return | 37.63% | 20.36%+17.3pp | 53.40%-15.8pp | 28.86%+8.8pp |
| Employer contribution / active EE | $905 | $4,385-79.4% | $6,790-86.7% | $2,589-65.1% |
| Participant deferral / active EE | $4,829 | $6,928-30.3% | $10,410-53.6% | $4,291+12.6% |
| Admin fee / account holder | $59 | $966-93.8% | $12,824-99.5% | $1,588-96.3% |