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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,862 |
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 | $16,041 | $52,293-69.3% | $178,503-91.0% | $73,412-78.1% |
| Participation rate | 22.9% | 65.3%-42.5pp | 81.9%-59.1pp | 72.2%-49.3pp |
| Annual return | 60.11% | 34.75%+25.4pp | 151.12%-91.0pp | 59.30%+0.8pp |
| Employer contribution / active EE | $375 | $1,736-78.4% | $5,011-92.5% | $2,234-83.2% |
| Participant deferral / active EE | $1,786 | $2,333-23.5% | $5,202-65.7% | $3,806-53.1% |
| Admin fee / account holder | $131 | $127+3.0% | $13,987-99.1% | $158-17.0% |