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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,180 |
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 | $37,573 | $51,283-26.7% | $95,740-60.8% | $71,511-47.5% |
| Participation rate | 47.5% | 63.1%-15.6pp | 72.3%-24.7pp | 67.9%-20.4pp |
| Annual return | 22.03% | 25.25%-3.2pp | 28.41%-6.4pp | 28.86%-6.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,360 | $3,365+59.3% | $4,244+26.3% | $4,291+24.9% |
| Admin fee / account holder | $120 | $1,135-89.5% | $5,676-97.9% | $1,588-92.5% |