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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 74-1625348 | Securities Custodian | $20,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,743 | $50,919-45.5% | $155,556-82.2% | $77,762-64.3% |
| Participation rate | 57.9% | 63.1%-5.2pp | 78.2%-20.3pp | 70.6%-12.7pp |
| Annual return | 8.86% | 34.84%-26.0pp | 64.84%-56.0pp | 31.27%-22.4pp |
| Employer contribution / active EE | $650 | $1,991-67.3% | $4,675-86.1% | $2,728-76.2% |
| Participant deferral / active EE | $3,283 | $2,824+16.2% | $5,631-41.7% | $4,651-29.4% |
| Admin fee / account holder | $59 | $437-86.6% | $15,885-99.6% | $433-86.4% |