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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $36,281 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $21,596 |
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 | $49,198 | $36,916+33.3% | $156,551-68.6% | $57,658-14.7% |
| Participation rate | 54.5% | 63.4%-8.9pp | 84.0%-29.5pp | 70.2%-15.7pp |
| Annual return | 5.33% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,229 | $1,571-21.8% | $5,501-77.7% | $1,974-37.8% |
| Participant deferral / active EE | $2,118 | $1,926+10.0% | $4,871-56.5% | $3,061-30.8% |
| Admin fee / account holder | $216 | $82+161.8% | $13,028-98.3% | $95+128.4% |