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| Provider | Service type | Compensation |
|---|---|---|
SII INVESTMENTS INC3+ years Service code 55 · EIN 39-1099262 | Other Commissions | $6,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $51,991 | $150,447-65.4% | $136,298-61.9% | $147,586-64.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.07% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $6,194 | $5,256+17.8% | $4,696+31.9% | $4,876+27.0% |
| Participant deferral / active EE | $13,044 | $6,631+96.7% | $6,247+108.8% | $5,439+139.8% |
| Admin fee / account holder | $9 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |