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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $30,826 |
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 | $83,306 | $88,324-5.7% | $115,038-27.6% | $55,191+50.9% |
| Participation rate | 28.1% | 72.5%-44.5pp | 81.4%-53.3pp | 69.2%-41.1pp |
| Annual return | -0.53% | 6.30%-6.8pp | 26.14%-26.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,386 | $5,042-52.7% | $6,026-60.4% | $3,046-21.7% |
| Admin fee / account holder | $291 | $105+176.3% | $8,175-96.4% | $91+220.7% |