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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,655 | $57,976-17.8% | $63,018-24.4% | $62,293-23.5% |
| Participation rate | 54.0% | 75.9%-22.0pp | 74.8%-20.8pp | 69.5%-15.6pp |
| Annual return | 33.86% | 17.54%+16.3pp | 87.62%-53.8pp | 28.90%+5.0pp |
| Employer contribution / active EE | $2,201 | $2,415-8.9% | $2,761-20.3% | $2,042+7.8% |
| Participant deferral / active EE | $3,157 | $2,956+6.8% | $3,330-5.2% | $3,169-0.4% |
| Admin fee / account holder | $8 | $276-97.1% | $3,601-99.8% | $479-98.3% |