| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 11-2418191 | Investment Management | $126,094 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 19.07% | 13.54%+5.5pp | 13.48%+5.6pp | 16.32%+2.7pp |
| Employer contribution / active EE | $9,176 | $37,659-75.6% | $47,067-80.5% | $17,007-46.0% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |