Filed December 17, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,528 |
Service code 49 · EIN 52-2114207 | Other Services | $11,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,019 | $58,778+41.2% | $129,295-35.8% | $77,671+6.9% |
| Participation rate | 67.1% | 59.2%+7.9pp | 69.6%-2.5pp | 70.6%-3.5pp |
| Annual return | 11.58% | 24.73%-13.1pp | 9429.28%-9417.7pp | 31.21%-19.6pp |
| Employer contribution / active EE | $2,014 | $1,952+3.2% | $4,157-51.6% | $2,726-26.1% |
| Participant deferral / active EE | $3,753 | $3,212+16.8% | $4,169-10.0% | $4,648-19.3% |
| Admin fee / account holder | $173 | $589-70.7% | $7,665-97.7% | $430-59.8% |