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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,431 | $51,226-36.7% | $82,744-60.8% | $66,938-51.6% |
| Participation rate | 54.4% | 67.9%-13.5pp | 72.6%-18.2pp | 69.8%-15.4pp |
| Annual return | -14.32% | -9.61%-4.7pp | 702.22%-716.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $676 | $2,612-74.1% | $3,008-77.5% | $2,545-73.5% |
| Participant deferral / active EE | $1,424 | $3,460-58.8% | $4,395-67.6% | $4,238-66.4% |
| Admin fee / account holder | $23 | $416-94.4% | $5,325-99.6% | $594-96.1% |