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| Provider | Service type | Compensation |
|---|---|---|
ALPHAPOINT, INC.6 years Service code 26 · EIN 14-1884337 | Advisory (Participants) | $7,500 |
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 | $58,570 | $54,213+8.0% | $93,696-37.5% | $77,736-24.7% |
| Participation rate | 54.1% | 64.0%-9.9pp | 68.7%-14.7pp | 70.6%-16.5pp |
| Annual return | 13.88% | 30.55%-16.7pp | 133.74%-119.9pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,061 | $1,168-9.2% | $2,422-56.2% | $2,728-61.1% |
| Participant deferral / active EE | $1,717 | $3,145-45.4% | $4,417-61.1% | $4,651-63.1% |
| Admin fee / account holder | $211 | $575-63.3% | $8,287-97.5% | $433-51.3% |