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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $35 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,819 | $38,969+74.0% | $109,313-38.0% | $55,167+22.9% |
| Participation rate | 29.2% | 58.2%-29.1pp | 71.3%-42.1pp | 69.0%-39.8pp |
| Annual return | 6.50% | 8.26%-1.8pp | 22.07%-15.6pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,044 | $1,227-14.9% | $3,892-73.2% | $1,963-46.8% |
| Participant deferral / active EE | $2,145 | $2,176-1.4% | $3,166-32.3% | $3,054-29.8% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |