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) | $68,232 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,012 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,619 | $50,982+36.6% | $154,803-55.0% | $85,563-18.6% |
| Participation rate | 58.2% | 59.8%-1.6pp | 78.1%-19.9pp | 66.0%-7.7pp |
| Annual return | 11.10% | 30.35%-19.3pp | 58.88%-47.8pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,043 | $1,708-38.9% | $4,305-75.8% | $2,654-60.7% |
| Participant deferral / active EE | $2,904 | $2,474+17.4% | $5,540-47.6% | $4,375-33.6% |
| Admin fee / account holder | $261 | $846-69.2% | $14,329-98.2% | $834-68.8% |