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) | $55,812 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,336 | $46,332+21.6% | $143,797-60.8% | $64,824-13.1% |
| Participation rate | 58.6% | 64.2%-5.7pp | 80.3%-21.7pp | 71.5%-12.9pp |
| Annual return | -12.22% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $936 | $1,911-51.0% | $4,952-81.1% | $2,507-62.7% |
| Participant deferral / active EE | $2,750 | $2,647+3.9% | $5,638-51.2% | $4,311-36.2% |
| Admin fee / account holder | $218 | $154+41.9% | $14,679-98.5% | $188+16.2% |