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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 | $45,343+5.4% | $150,298-68.2% | $67,986-29.7% |
| Participation rate | 57.9% | 51.9%+6.0pp | 77.8%-19.9pp | 57.2%+0.7pp |
| Annual return | 14.37% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,552 | $1,462+6.2% | $4,154-62.6% | $2,019-23.1% |
| Participant deferral / active EE | $4,351 | $2,055+111.7% | $5,453-20.2% | $3,358+29.6% |
| Admin fee / account holder | $256 | $2,250-88.6% | $14,116-98.2% | $3,203-92.0% |