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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,386 |
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 | $55,376 | $50,820+9.0% | $155,567-64.4% | $77,671-28.7% |
| Participation rate | 51.8% | 63.1%-11.4pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 15.47% | 34.85%-19.4pp | 64.74%-49.3pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,209 | $1,993-39.3% | $4,674-74.1% | $2,726-55.6% |
| Participant deferral / active EE | $3,632 | $2,823+28.6% | $5,628-35.5% | $4,648-21.9% |
| Admin fee / account holder | $105 | $436-76.0% | $15,916-99.3% | $430-75.6% |