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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,402 |
SOUTH PARK ADVISORS1 year Service code 27 · EIN 47-2508674 | Advisory (Plan) | $8,900 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,253 | $81,908-9.3% | $90,749-18.2% | $64,808+14.6% |
| Participation rate | 68.4% | 80.5%-12.1pp | 75.7%-7.3pp | 71.5%-3.1pp |
| Annual return | -0.87% | -12.53%+11.7pp | -12.16%+11.3pp | 32.82%-33.7pp |
| Employer contribution / active EE | -$1,250 | $3,065-140.8% | $2,921-142.8% | $2,506-149.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $264 | $157+67.9% | $8,445-96.9% | $188+40.5% |