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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $45,332 |
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 | $204,121 | $39,948+411.0% | $89,435+128.2% | $73,412+178.0% |
| Participation rate | 66.0% | 50.4%+15.6pp | 68.0%-1.9pp | 72.2%-6.1pp |
| Annual return | 12.79% | 50.12%-37.3pp | 245.55%-232.8pp | 59.30%-46.5pp |
| Employer contribution / active EE | $6,082 | $1,200+406.9% | $2,587+135.1% | $2,234+172.3% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,806-100.0% |
| Admin fee / account holder | $181 | $134+34.6% | $4,884-96.3% | $158+14.4% |