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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 · EIN 35-0145825 | Other insurance wrap fees; Insurance ... | $27 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,765 | $47,977-77.6% | $154,108-93.0% | $56,289-80.9% |
| Participation rate | 87.6% | 66.2%+21.4pp | 83.0%+4.6pp | 69.9%+17.8pp |
| Annual return | -4.35% | 3.54%-7.9pp | 735.21%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $934 | $2,169-56.9% | $5,298-82.4% | $2,111-55.8% |
| Participant deferral / active EE | $798 | $2,392-66.6% | $5,081-84.3% | $3,350-76.2% |
| Admin fee / account holder | $60 | $438-86.2% | $13,411-99.6% | $521-88.4% |