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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,969 |
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 | $28,786 | $60,488-52.4% | $109,907-73.8% | $79,391-63.7% |
| Participation rate | 43.3% | 67.0%-23.7pp | 74.2%-30.9pp | 70.7%-27.4pp |
| Annual return | 17.72% | 189.57%-171.9pp | 29.46%-11.7pp | 116.88%-99.2pp |
| Employer contribution / active EE | $6 | $1,649-99.6% | $2,844-99.8% | $2,428-99.8% |
| Participant deferral / active EE | $4,908 | $3,220+52.4% | $4,047+21.3% | $4,046+21.3% |
| Admin fee / account holder | $138 | $605-77.2% | $6,069-97.7% | $627-78.0% |