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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 | $134,556-100.0% | $134,556-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 18.2%-18.2pp | 31.0%-31.0pp |
| Annual return | 4.48% | 6.89%-2.4pp | 7.17%-2.7pp | 14.18%-9.7pp |
| Employer contribution / active EE | $18,387 | $31,644-41.9% | $29,386-37.4% | $33,339-44.8% |
| Participant deferral / active EE | $0 | $292-100.0% | $623-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $17,688-100.0% |