Filed September 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,051 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $11,318 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,524 | $74,706-36.4% | $75,717-37.2% | $79,393-40.1% |
| Participation rate | 59.5% | 75.3%-15.9pp | 74.8%-15.4pp | 70.7%-11.2pp |
| Annual return | 27.28% | 18.52%+8.8pp | 104.58%-77.3pp | 116.87%-89.6pp |
| Employer contribution / active EE | $278 | $2,590-89.3% | $2,743-89.9% | $2,428-88.5% |
| Participant deferral / active EE | $2,471 | $3,533-30.1% | $3,821-35.3% | $4,046-38.9% |
| Admin fee / account holder | $267 | $374-28.8% | $3,619-92.6% | $627-57.4% |