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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,330 |
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 | $119,784 | $54,117+121.3% | $135,768-11.8% | $65,306+83.4% |
| Participation rate | 57.7% | 48.7%+9.0pp | 71.1%-13.4pp | 57.7%0pp |
| Annual return | 11.05% | 21.76%-10.7pp | 526.10%-515.0pp | 21.94%-10.9pp |
| Employer contribution / active EE | $1,575 | $1,029+53.0% | $3,394-53.6% | $1,967-19.9% |
| Participant deferral / active EE | $4,208 | $2,395+75.7% | $3,977+5.8% | $2,959+42.2% |
| Admin fee / account holder | $89 | $4,541-98.0% | $7,048-98.7% | $3,480-97.5% |