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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,673 | $34,677+149.9% | $77,027+12.5% | $64,811+33.7% |
| Participation rate | 7.0% | 49.8%-42.9pp | 67.9%-60.9pp | 71.5%-64.5pp |
| Annual return | -16.91% | -5.33%-11.6pp | 42.32%-59.2pp | 32.83%-49.7pp |
| Employer contribution / active EE | $265 | $1,370-80.6% | $2,813-90.6% | $2,506-89.4% |
| Participant deferral / active EE | $638 | $2,556-75.0% | $4,427-85.6% | $4,310-85.2% |
| Admin fee / account holder | $63 | $179-64.7% | $5,425-98.8% | $188-66.5% |