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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,104 |
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 | $28,726 | $60,504-52.5% | $81,882-64.9% | $74,478-61.4% |
| Participation rate | 44.8% | 62.9%-18.1pp | 72.4%-27.6pp | 67.2%-22.4pp |
| Annual return | 10.67% | 16.91%-6.2pp | 779.47%-768.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $458 | $2,627-82.6% | $2,916-84.3% | $2,626-82.6% |
| Participant deferral / active EE | $973 | $3,400-71.4% | $4,323-77.5% | $4,350-77.6% |
| Admin fee / account holder | $29 | $1,492-98.1% | $7,360-99.6% | $1,946-98.5% |