Filed October 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,225 |
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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 | $0 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 14.30% | 11.99%+2.3pp | 8.95%+5.4pp | 18.35%-4.0pp |
| Employer contribution / active EE | $12,903 | $18,406-29.9% | $46,559-72.3% | $14,669-12.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |