Filed September 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2675571 | Contract Administrator | $42,482 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,034 | $60,989-45.8% | $60,874-45.7% | $66,914-50.6% |
| Participation rate | 60.3% | 74.5%-14.1pp | 73.1%-12.8pp | 69.8%-9.5pp |
| Annual return | -13.44% | -9.60%-3.8pp | 16.90%-30.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $391 | $2,661-85.3% | $2,701-85.5% | $2,544-84.6% |
| Participant deferral / active EE | $2,662 | $3,615-26.3% | $3,817-30.2% | $4,237-37.2% |
| Admin fee / account holder | $250 | $338-26.1% | $3,224-92.2% | $593-57.9% |