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 | $45,868 |
Service code 49 · EIN 52-2114207 | Other Services | $14,239 |
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 | $76,324 | $53,344+43.1% | $121,210-37.0% | $74,473+2.5% |
| Participation rate | 67.2% | 60.0%+7.2pp | 69.5%-2.3pp | 70.7%-3.5pp |
| Annual return | 14.89% | 35.15%-20.3pp | 987.41%-972.5pp | 34.36%-19.5pp |
| Employer contribution / active EE | $1,870 | $1,898-1.4% | $4,171-55.2% | $2,638-29.1% |
| Participant deferral / active EE | $3,461 | $3,220+7.5% | $4,084-15.2% | $4,530-23.6% |
| Admin fee / account holder | $171 | $382-55.2% | $5,647-97.0% | $347-50.7% |