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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Claims processing; Trustee (bank, tru... | $7,761 |
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 | $35,465 | $46,173-23.2% | $170,435-79.2% | $69,631-49.1% |
| Participation rate | 37.2% | 63.9%-26.7pp | 83.6%-46.4pp | 70.7%-33.5pp |
| Annual return | 20.31% | 21.62%-1.3pp | 205.94%-185.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $634 | $1,610-60.6% | $5,432-88.3% | $2,032-68.8% |
| Participant deferral / active EE | $1,046 | $2,080-49.7% | $4,939-78.8% | $3,224-67.6% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |