Filed June 6, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $133,227 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $80,000 |
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 | $31,480 | $53,216-40.8% | $155,534-79.8% | $199,960-84.3% |
| Participation rate | 46.2% | 64.1%-17.9pp | 78.2%-32.0pp | 72.0%-25.8pp |
| Annual return | 17.15% | 41.18%-24.0pp | 64.92%-47.8pp | 34.28%-17.1pp |
| Employer contribution / active EE | $676 | $1,848-63.4% | $4,675-85.5% | $3,036-77.7% |
| Participant deferral / active EE | $1,738 | $3,164-45.1% | $5,630-69.1% | $5,087-65.8% |
| Admin fee / account holder | $134 | $186-27.6% | $15,900-99.2% | $269-50.1% |