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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,476 |
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 | $35,368 | $88,479-60.0% | $96,538-63.4% | $80,169-55.9% |
| Participation rate | 63.7% | 79.9%-16.2pp | 74.3%-10.6pp | 72.9%-9.2pp |
| Annual return | 18.20% | 22.53%-4.3pp | 35.74%-17.5pp | 40.39%-22.2pp |
| Employer contribution / active EE | $1,793 | $4,177-57.1% | $3,740-52.1% | $2,978-39.8% |
| Participant deferral / active EE | $3,916 | $3,961-1.1% | $4,880-19.8% | $5,016-21.9% |
| Admin fee / account holder | $49 | $211-76.8% | $6,737-99.3% | $145-66.2% |