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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $45,978 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $19,972 |
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 | $50,990 | $37,196+37.1% | $154,108-66.9% | $55,725-8.5% |
| Participation rate | 55.9% | 64.1%-8.2pp | 83.0%-27.1pp | 70.9%-14.9pp |
| Annual return | -4.60% | 1319.68%-1324.3pp | 735.21%-739.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,407 | $1,614-12.9% | $5,298-73.4% | $2,078-32.3% |
| Participant deferral / active EE | $2,298 | $2,068+11.1% | $5,081-54.8% | $3,356-31.5% |
| Admin fee / account holder | $244 | $102+140.4% | $13,411-98.2% | $115+112.1% |