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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 | $43,749+9.2% | $158,223-69.8% | $65,306-26.8% |
| Participation rate | 57.9% | 56.9%+1.0pp | 79.2%-21.3pp | 57.7%+0.2pp |
| Annual return | 14.37% | 19.41%-5.0pp | 52.09%-37.7pp | 21.94%-7.6pp |
| Employer contribution / active EE | $1,552 | $1,497+3.6% | $4,109-62.2% | $1,967-21.1% |
| Participant deferral / active EE | $4,351 | $2,019+115.5% | $5,467-20.4% | $2,959+47.0% |
| Admin fee / account holder | $256 | $1,930-86.7% | $16,047-98.4% | $3,480-92.6% |