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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $43,350 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $23,079 |
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 | $55,459 | $46,173+20.1% | $170,435-67.5% | $69,631-20.4% |
| Participation rate | 57.7% | 63.9%-6.2pp | 83.6%-25.9pp | 70.7%-13.0pp |
| Annual return | 18.26% | 21.62%-3.4pp | 205.94%-187.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,182 | $1,610-26.6% | $5,432-78.2% | $2,032-41.8% |
| Participant deferral / active EE | $2,154 | $2,080+3.5% | $4,939-56.4% | $3,224-33.2% |
| Admin fee / account holder | $240 | $116+106.8% | $13,881-98.3% | $110+117.2% |