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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $31,742 |
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 | $38,617 | $48,313-20.1% | $73,309-47.3% | $52,331-26.2% |
| Participation rate | 67.7% | 68.6%-0.9pp | 74.9%-7.2pp | 68.1%-0.4pp |
| Annual return | 4.04% | 3.85%+0.2pp | 5.67%-1.6pp | 4.54%-0.5pp |
| Employer contribution / active EE | $5,134 | $1,661+209.1% | $3,237+58.6% | $1,882+172.9% |
| Participant deferral / active EE | $5,019 | $4,189+19.8% | $4,991+0.6% | $3,022+66.1% |
| Admin fee / account holder | $299 | $404-25.9% | $5,635-94.7% | $592-49.4% |