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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,376 |
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 | $44,632 | $59,105-24.5% | $160,009-72.1% | $66,938-33.3% |
| Participation rate | 58.4% | 68.1%-9.7pp | 78.0%-19.6pp | 69.8%-11.4pp |
| Annual return | -18.10% | -12.26%-5.8pp | 408.85%-427.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,298 | $1,983+15.9% | $4,225-45.6% | $2,545-9.7% |
| Participant deferral / active EE | $4,015 | $4,395-8.6% | $6,183-35.1% | $4,238-5.3% |
| Admin fee / account holder | $256 | $591-56.7% | $8,715-97.1% | $594-56.9% |