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| Provider | Service type | Compensation |
|---|---|---|
ABRIDGE PARTNERS, LLC10+ years Service code 27 · EIN 92-0121555 | Advisory (Plan) | $12,717 |
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,055 | $43,749-79.3% | $158,223-94.3% | $65,306-86.1% |
| Participation rate | 94.1% | 56.9%+37.2pp | 79.2%+14.9pp | 57.7%+36.4pp |
| Annual return | 8.77% | 19.41%-10.6pp | 52.09%-43.3pp | 21.94%-13.2pp |
| Employer contribution / active EE | $980 | $1,497-34.5% | $4,109-76.1% | $1,967-50.2% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $69 | $1,930-96.4% | $16,047-99.6% | $3,480-98.0% |