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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $287,034-100.0% | $343,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 55.9%-55.9pp |
| Annual return | 3.18% | 20.03%-16.9pp | 16.99%-13.8pp | 24.44%-21.3pp |
| Employer contribution / active EE | $0 | $35,821-100.0% | $26,485-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |