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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $137,218 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,861 | $55,715-80.5% | $124,206-91.3% | $71,012-84.7% |
| Participation rate | 92.3% | 34.7%+57.6pp | 69.6%+22.7pp | 58.6%+33.7pp |
| Annual return | 12.41% | 73.23%-60.8pp | 515.27%-502.9pp | 37.67%-25.3pp |
| Employer contribution / active EE | $1,291 | $964+34.0% | $3,540-63.5% | $2,348-45.0% |
| Participant deferral / active EE | $1,696 | $1,833-7.5% | $3,968-57.3% | $3,246-47.7% |
| Admin fee / account holder | $120 | $1,481-91.9% | $5,929-98.0% | $1,167-89.7% |