Filed January 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,480 |
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 | $57,420 | $50,902+12.8% | $155,534-63.1% | $77,736-26.1% |
| Participation rate | 33.3% | 63.1%-29.8pp | 78.2%-45.0pp | 70.6%-37.3pp |
| Annual return | 12.47% | 34.85%-22.4pp | 64.92%-52.4pp | 31.26%-18.8pp |
| Employer contribution / active EE | $701 | $1,991-64.8% | $4,675-85.0% | $2,728-74.3% |
| Participant deferral / active EE | $1,650 | $2,824-41.6% | $5,630-70.7% | $4,651-64.5% |
| Admin fee / account holder | $183 | $437-58.1% | $15,900-98.8% | $433-57.7% |