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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 | $34,634+150.3% | $77,100+12.4% | $64,824+33.7% |
| Participation rate | 7.0% | 49.8%-42.8pp | 67.9%-60.9pp | 71.5%-64.5pp |
| Annual return | -16.91% | -5.31%-11.6pp | 42.35%-59.3pp | 32.84%-49.8pp |
| Employer contribution / active EE | $265 | $1,385-80.8% | $2,815-90.6% | $2,507-89.4% |
| Participant deferral / active EE | $638 | $2,553-75.0% | $4,430-85.6% | $4,311-85.2% |
| Admin fee / account holder | $63 | $178-64.7% | $5,443-98.8% | $188-66.5% |