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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 86-0588303 | Other Commissions | $7,029 |
Service code 55 · EIN 35-2552359 | Other Commissions | $3,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 | $54,309 | $157,296-65.5% | $141,191-61.5% | $152,897-64.5% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.5%-41.3pp |
| Annual return | 18.95% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,303 | $5,262-56.2% | $4,736-51.4% | $4,764-51.7% |
| Participant deferral / active EE | $4,217 | $7,111-40.7% | $6,710-37.2% | $5,851-27.9% |
| Admin fee / account holder | $7 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |