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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,931 |
FLAGSTAR ADVISORS INC2 years Service code 49 · EIN 13-4120476 | Other Services | $7,519 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,918-100.0% | $226,918-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 21.9%-21.9pp | 19.4%-19.4pp | 35.7%-35.7pp |
| Annual return | 4.48% | 8.21%-3.7pp | 8.54%-4.1pp | 15.19%-10.7pp |
| Employer contribution / active EE | $18,387 | $27,703-33.6% | $26,203-29.8% | $34,877-47.3% |
| Participant deferral / active EE | $0 | $255-100.0% | $449-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $50,584-100.0% |