Filed October 27, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $65,012 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $67,804 | $50,919+33.2% | $155,556-56.4% | $77,762-12.8% |
| Participation rate | 56.7% | 63.1%-6.4pp | 78.2%-21.5pp | 70.6%-13.9pp |
| Annual return | 8.81% | 34.84%-26.0pp | 64.84%-56.0pp | 31.27%-22.5pp |
| Employer contribution / active EE | $938 | $1,991-52.9% | $4,675-79.9% | $2,728-65.6% |
| Participant deferral / active EE | $2,670 | $2,824-5.5% | $5,631-52.6% | $4,651-42.6% |
| Admin fee / account holder | $253 | $437-42.0% | $15,885-98.4% | $433-41.5% |