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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,948 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,736 | $86,332-26.2% | $125,175-49.1% | $65,185-2.2% |
| Participation rate | 62.0% | 75.3%-13.3pp | 79.8%-17.8pp | 70.2%-8.2pp |
| Annual return | 21.11% | 27.43%-6.3pp | 43.79%-22.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $64 | $2,040-96.9% | $3,865-98.3% | $2,177-97.1% |
| Participant deferral / active EE | $2,173 | $3,537-38.6% | $4,937-56.0% | $3,514-38.2% |
| Admin fee / account holder | $164 | $609-73.0% | $9,702-98.3% | $847-80.6% |