| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $144,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -0.21% | 8.76%-9.0pp | 3.39%-3.6pp | 8.76%-9.0pp |
| Employer contribution / active EE | $8,264 | $16,664-50.4% | $31,780-74.0% | $16,664-50.4% |
| Participant deferral / active EE | $0 | $948-100.0% | $83-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |