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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $785 |
GUIDESTONE FINANCIAL RESOURCES2+ years Service code 13 · EIN 75-0939949 | Contract Administrator | $220 |
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 | $0 | $52,467-100.0% | $57,196-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 75.3%-75.3pp | 69.0%-69.0pp |
| Annual return | 7.02% | 7.72%-0.7pp | 14.59%-7.6pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,228 | $2,477-10.0% | $2,683-16.9% | $1,963+13.5% |
| Participant deferral / active EE | $1,620 | $2,830-42.8% | $3,096-47.7% | $3,054-47.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |