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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,972 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $11,833 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $4,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,899 | $26,137-31.5% | $58,561-69.4% | $74,460-76.0% |
| Participation rate | 15.6% | 32.2%-16.5pp | 50.9%-35.2pp | 70.7%-55.1pp |
| Annual return | 49.78% | 32.53%+17.3pp | 4251.33%-4201.5pp | 34.38%+15.4pp |
| Employer contribution / active EE | $103 | $537-80.8% | $1,053-90.2% | $2,638-96.1% |
| Participant deferral / active EE | $694 | $1,076-35.5% | $1,923-63.9% | $4,530-84.7% |
| Admin fee / account holder | $209 | $648-67.8% | $2,520-91.7% | $348-40.0% |