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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,433 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $2,637 |
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 | $29,452 | $53,344-44.8% | $121,210-75.7% | $74,473-60.5% |
| Participation rate | 46.5% | 60.0%-13.5pp | 69.5%-23.1pp | 70.7%-24.2pp |
| Annual return | 25.98% | 35.15%-9.2pp | 987.41%-961.4pp | 34.36%-8.4pp |
| Employer contribution / active EE | $1,121 | $1,898-40.9% | $4,171-73.1% | $2,638-57.5% |
| Participant deferral / active EE | $1,733 | $3,220-46.2% | $4,084-57.6% | $4,530-61.7% |
| Admin fee / account holder | $293 | $382-23.4% | $5,647-94.8% | $347-15.7% |