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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 | $43,496-79.2% | $161,489-94.4% | $64,340-85.9% |
| Participation rate | 94.1% | 53.5%+40.6pp | 78.7%+15.4pp | 55.2%+38.9pp |
| Annual return | 8.77% | 20.76%-12.0pp | 89.72%-80.9pp | 24.14%-15.4pp |
| Employer contribution / active EE | $980 | $1,431-31.5% | $4,268-77.0% | $1,862-47.3% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $69 | $2,330-97.1% | $16,006-99.6% | $3,703-98.1% |