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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $14,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,781 | $41,016+16.5% | $152,093-68.6% | $64,097-25.5% |
| Participation rate | 57.9% | 51.3%+6.5pp | 77.8%-19.9pp | 55.2%+2.7pp |
| Annual return | 14.37% | 39.60%-25.2pp | 66.36%-52.0pp | 34.64%-20.3pp |
| Employer contribution / active EE | $1,552 | $1,342+15.6% | $4,175-62.8% | $1,891-18.0% |
| Participant deferral / active EE | $4,351 | $1,927+125.7% | $5,451-20.2% | $3,080+41.3% |
| Admin fee / account holder | $256 | $2,305-88.9% | $14,497-98.2% | $3,454-92.6% |