Filed February 3, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $668 |
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 | $15,090 | $47,977-68.5% | $154,114-90.2% | $56,287-73.2% |
| Participation rate | 40.9% | 66.2%-25.3pp | 83.0%-42.2pp | 69.9%-29.0pp |
| Annual return | 3.93% | 3.54%+0.4pp | 735.16%-731.2pp | -9.96%+13.9pp |
| Employer contribution / active EE | $336 | $2,169-84.5% | $5,298-93.7% | $2,111-84.1% |
| Participant deferral / active EE | $954 | $2,392-60.1% | $5,081-81.2% | $3,350-71.5% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |