Filed September 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,312 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,896 | $62,127-68.0% | $81,382-75.6% | $74,495-73.3% |
| Participation rate | 71.5% | 64.0%+7.5pp | 69.5%+2.0pp | 67.2%+4.3pp |
| Annual return | 14.45% | 16.48%-2.0pp | 24.73%-10.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,374 | $1,882-27.0% | $2,463-44.2% | $2,623-47.6% |
| Participant deferral / active EE | $2,822 | $3,229-12.6% | $3,883-27.3% | $4,346-35.1% |
| Admin fee / account holder | $203 | $1,934-89.5% | $5,768-96.5% | $1,942-89.6% |