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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,580 |
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.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,284 | $83,045+8.7% | $130,026-30.6% | $71,495+26.3% |
| Participation rate | 67.5% | 74.1%-6.6pp | 78.5%-11.0pp | 67.9%-0.4pp |
| Annual return | 12.43% | 20.61%-8.2pp | -137.26%+149.7pp | 28.85%-16.4pp |
| Employer contribution / active EE | $759 | $2,623-71.1% | $4,321-82.4% | $2,589-70.7% |
| Participant deferral / active EE | $3,270 | $4,436-26.3% | $5,821-43.8% | $4,291-23.8% |
| Admin fee / account holder | $219 | $1,727-87.3% | $10,608-97.9% | $1,588-86.2% |