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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $870 |
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 | $71,737 | $48,576+47.7% | $169,452-57.7% | $56,289+27.4% |
| Participation rate | 69.3% | 65.8%+3.5pp | 77.8%-8.5pp | 69.9%-0.6pp |
| Annual return | -4.65% | -2.51%-2.1pp | 1.83%-6.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,185 | $1,559-24.0% | $4,157-71.5% | $2,111-43.8% |
| Participant deferral / active EE | $5,234 | $3,275+59.8% | $5,277-0.8% | $3,350+56.2% |
| Admin fee / account holder | $23 | $435-94.8% | $9,110-99.8% | $521-95.7% |