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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,614 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $28,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,795 | $84,499-9.1% | $125,391-38.8% | $66,949+14.7% |
| Participation rate | 61.7% | 76.4%-14.8pp | 82.4%-20.7pp | 69.8%-8.2pp |
| Annual return | -9.78% | -8.49%-1.3pp | 572.41%-582.2pp | 1.57%-11.3pp |
| Employer contribution / active EE | $2,192 | $3,554-38.3% | $4,816-54.5% | $2,545-13.9% |
| Participant deferral / active EE | $6,416 | $6,785-5.4% | $7,448-13.9% | $4,239+51.4% |
| Admin fee / account holder | $246 | $685-64.1% | $10,009-97.5% | $594-58.5% |