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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 42-1129623 | Other Services | $82,207 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,771 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 15.99% | 11.50%+4.5pp | 337.46%-321.5pp | 23.90%-7.9pp |
| Employer contribution / active EE | $2,432 | $12,608-80.7% | $20,191-88.0% | $16,539-85.3% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |