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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 81-5017344 86 BAKER AVE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $11,962 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $4,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,124 | $74,552-26.1% | $63,018-12.5% | $69,631-20.8% |
| Participation rate | 44.5% | 78.3%-33.7pp | 74.8%-30.3pp | 70.7%-26.1pp |
| Annual return | 16.63% | 15.77%+0.9pp | 87.62%-71.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,102 | $2,929-62.4% | $2,761-60.1% | $2,032-45.8% |
| Participant deferral / active EE | $1,787 | $2,974-39.9% | $3,330-46.3% | $3,224-44.6% |
| Admin fee / account holder | $58 | $59-1.6% | $3,601-98.4% | $110-47.1% |