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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,940 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,733 | $55,122-55.1% | $104,639-76.4% | $73,497-66.3% |
| Participation rate | 50.8% | 67.7%-16.9pp | 74.1%-23.2pp | 70.7%-19.8pp |
| Annual return | 28.53% | 24.77%+3.8pp | 340.67%-312.1pp | 28.51%0pp |
| Employer contribution / active EE | $34 | $1,464-97.7% | $2,682-98.7% | $2,270-98.5% |
| Participant deferral / active EE | $5,815 | $2,919+99.2% | $3,738+55.6% | $3,740+55.5% |
| Admin fee / account holder | $152 | $423-64.1% | $6,465-97.7% | $513-70.4% |