Filed May 24, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,767 | $92,186-53.6% | $105,624-59.5% | $77,762-45.0% |
| Participation rate | 54.6% | 81.0%-26.4pp | 75.3%-20.7pp | 70.6%-16.0pp |
| Annual return | 14.59% | 17.83%-3.2pp | 116.20%-101.6pp | 31.27%-16.7pp |
| Employer contribution / active EE | $967 | $3,376-71.3% | $3,168-69.5% | $2,728-64.5% |
| Participant deferral / active EE | $2,761 | $5,395-48.8% | $5,013-44.9% | $4,651-40.6% |
| Admin fee / account holder | $46 | $219-79.2% | $10,961-99.6% | $433-89.5% |