Filed March 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,400 |
Filed as: PROCYON ADVISORS LLC Service code 27 | Advisory (Plan) | $25,890 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $11,399 |
Filed as: PROCYON PARTNERS LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $0 |
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 | $87,519 | $67,594+29.5% | $77,361+13.1% | $69,733+25.5% |
| Participation rate | 64.9% | 71.7%-6.8pp | 75.0%-10.0pp | 62.5%+2.5pp |
| Annual return | 11.59% | 19.20%-7.6pp | 1011.54%-999.9pp | 15.22%-3.6pp |
| Employer contribution / active EE | $2,232 | $2,649-15.7% | $2,990-25.4% | $2,250-0.8% |
| Participant deferral / active EE | $5,052 | $3,401+48.5% | $3,911+29.2% | $3,054+65.4% |
| Admin fee / account holder | $217 | $1,159-81.3% | $5,894-96.3% | $3,102-93.0% |