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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $44,727 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $18,093 |
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 | $64,536 | $52,293+23.4% | $178,499-63.8% | $73,412-12.1% |
| Participation rate | 67.2% | 65.3%+1.8pp | 81.9%-14.8pp | 72.2%-5.0pp |
| Annual return | 20.72% | 34.75%-14.0pp | 151.10%-130.4pp | 59.30%-38.6pp |
| Employer contribution / active EE | $1,632 | $1,735-6.0% | $5,011-67.4% | $2,234-26.9% |
| Participant deferral / active EE | $2,719 | $2,332+16.6% | $5,202-47.7% | $3,806-28.6% |
| Admin fee / account holder | $190 | $127+49.0% | $13,986-98.6% | $158+20.2% |