Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,656 |
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 | $25,823 | $46,732-44.7% | $156,551-83.5% | $55,167-53.2% |
| Participation rate | 48.1% | 65.8%-17.7pp | 84.0%-35.9pp | 69.0%-20.9pp |
| Annual return | 7.75% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $806 | $2,105-61.7% | $5,501-85.3% | $1,963-58.9% |
| Participant deferral / active EE | $1,126 | $2,204-48.9% | $4,871-76.9% | $3,054-63.1% |
| Admin fee / account holder | $19 | $418-95.5% | $13,028-99.9% | $504-96.3% |