Filed June 28, 2018 (most recent of 10 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,362 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $0 | $36,224-100.0% | $490,217-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 35.0%-35.0pp | 2.4%-2.4pp |
| Annual return | -1.05% | 7.94%-9.0pp | 7.21%-8.3pp | 7.94%-9.0pp |
| Employer contribution / active EE | $81,731 | $18,544+340.7% | $39,652+106.1% | $18,544+340.7% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $95-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $28,496-100.0% | $200-100.0% |