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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,352 |
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 | $20,017 | $46,332-56.8% | $143,799-86.1% | $64,819-69.1% |
| Participation rate | 55.1% | 64.2%-9.1pp | 80.3%-25.2pp | 71.5%-16.3pp |
| Annual return | -10.54% | -10.05%-0.5pp | -0.04%-10.5pp | 32.84%-43.4pp |
| Employer contribution / active EE | $423 | $1,911-77.9% | $4,952-91.5% | $2,507-83.1% |
| Participant deferral / active EE | $1,823 | $2,647-31.2% | $5,638-67.7% | $4,311-57.7% |
| Admin fee / account holder | $72 | $154-53.4% | $14,677-99.5% | $188-61.9% |