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 | $58,969+40.8% | $129,406-35.8% | $77,762+6.8% |
| Participation rate | 67.1% | 59.5%+7.7pp | 69.6%-2.5pp | 70.6%-3.5pp |
| Annual return | 11.58% | 24.78%-13.2pp | 9468.18%-9456.6pp | 31.27%-19.7pp |
| Employer contribution / active EE | $2,014 | $1,959+2.8% | $4,155-51.5% | $2,728-26.2% |
| Participant deferral / active EE | $3,753 | $3,224+16.4% | $4,167-10.0% | $4,651-19.3% |
| Admin fee / account holder | $173 | $593-70.8% | $7,689-97.8% | $433-60.0% |