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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,784 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,360 |
Filed as: OLSON THEILEN Service code 10 · EIN 41-1360831 | Accounting | $5,000 |
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 | $44,502 | $241,850-81.6% | $102,437-56.6% | $200,096-77.8% |
| Participation rate | 65.4% | 78.3%-12.9pp | 74.5%-9.1pp | 72.0%-6.6pp |
| Annual return | 13.48% | 17.67%-4.2pp | 24.95%-11.5pp | 34.26%-20.8pp |
| Employer contribution / active EE | $2,417 | $4,253-43.2% | $3,871-37.6% | $3,038-20.4% |
| Participant deferral / active EE | $3,100 | $3,961-21.7% | $5,060-38.7% | $5,090-39.1% |
| Admin fee / account holder | $144 | $288-50.0% | $8,388-98.3% | $269-46.5% |