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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,603 | $44,714-38.3% | $91,227-69.7% | $66,949-58.8% |
| Participation rate | 46.7% | 65.0%-18.3pp | 73.2%-26.5pp | 69.8%-23.2pp |
| Annual return | -9.20% | -12.25%+3.0pp | 114.14%-123.3pp | 1.57%-10.8pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,815 | $3,355+73.3% | $4,234+37.3% | $4,239+37.2% |
| Admin fee / account holder | $127 | $521-75.7% | $5,423-97.7% | $594-78.7% |