Filed December 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,135 |
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 | $38,822 | $55,437-30.0% | $155,534-75.0% | $74,459-47.9% |
| Participation rate | 51.8% | 61.9%-10.1pp | 78.2%-26.4pp | 67.2%-15.4pp |
| Annual return | 18.46% | 269.58%-251.1pp | 64.92%-46.5pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $1,240 | $2,266-45.3% | $4,675-73.5% | $2,626-52.8% |
| Participant deferral / active EE | $2,760 | $2,837-2.7% | $5,630-51.0% | $4,350-36.5% |
| Admin fee / account holder | $134 | $1,742-92.3% | $15,900-99.2% | $1,945-93.1% |