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| Provider | Service type | Compensation |
|---|---|---|
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $11,232 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,801 | $45,152+121.0% | $73,835+35.2% | $59,633+67.4% |
| Participation rate | 55.4% | 64.0%-8.6pp | 73.4%-18.1pp | 68.7%-13.3pp |
| Annual return | -1.90% | 27.40%-29.3pp | 2268.13%-2270.0pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $3,698 | $1,901+94.5% | $2,788+32.7% | $2,203+67.9% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $234 | $3,515-93.3% | $4,880-95.2% | $4,297-94.5% |