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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $390 |
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 | $25,474 | $55,453-54.1% | $170,435-85.1% | $62,293-59.1% |
| Participation rate | 38.0% | 66.4%-28.3pp | 83.6%-45.6pp | 69.5%-31.5pp |
| Annual return | 24.67% | 21.38%+3.3pp | 205.94%-181.3pp | 28.90%-4.2pp |
| Employer contribution / active EE | $941 | $2,164-56.5% | $5,432-82.7% | $2,042-53.9% |
| Participant deferral / active EE | $1,946 | $2,303-15.5% | $4,939-60.6% | $3,169-38.6% |
| Admin fee / account holder | $1 | $455-99.8% | $13,881-100.0% | $479-99.8% |