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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,299 |
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 | $35,763 | $46,173-22.5% | $170,435-79.0% | $69,631-48.6% |
| Participation rate | 55.9% | 63.9%-8.0pp | 83.6%-27.7pp | 70.7%-14.8pp |
| Annual return | 18.87% | 21.62%-2.7pp | 205.94%-187.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $635 | $1,610-60.6% | $5,432-88.3% | $2,032-68.8% |
| Participant deferral / active EE | $1,939 | $2,080-6.8% | $4,939-60.8% | $3,224-39.9% |
| Admin fee / account holder | $84 | $116-27.2% | $13,881-99.4% | $110-23.6% |