Filed August 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,524 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $0 |
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 | $94,829 | $65,423+44.9% | $98,477-3.7% | $85,856+10.5% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.7pp |
| Annual return | 16.35% | 21.76%-5.4pp | 1493.59%-1477.2pp | 318.58%-302.2pp |
| Employer contribution / active EE | $4,191 | $2,168+93.3% | $2,961+41.5% | $2,565+63.4% |
| Participant deferral / active EE | $6,994 | $3,167+120.8% | $4,276+63.6% | $3,952+77.0% |
| Admin fee / account holder | $120 | $4,594-97.4% | $5,951-98.0% | $6,261-98.1% |