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 | $64,705+35.3% | $62,929+39.1% | $67,986+28.7% |
| Participation rate | 64.9% | 65.6%-0.7pp | 73.1%-8.2pp | 57.2%+7.7pp |
| Annual return | 11.59% | 20.31%-8.7pp | 1063.93%-1052.3pp | 31.67%-20.1pp |
| Employer contribution / active EE | $2,232 | $2,376-6.1% | $2,505-10.9% | $2,019+10.6% |
| Participant deferral / active EE | $5,052 | $3,198+58.0% | $3,888+29.9% | $3,358+50.5% |
| Admin fee / account holder | $217 | $1,428-84.8% | $5,065-95.7% | $3,203-93.2% |