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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 | $52,581+127.8% | $130,788-8.4% | $64,340+86.2% |
| Participation rate | 57.7% | 46.5%+11.1pp | 70.1%-12.4pp | 55.2%+2.4pp |
| Annual return | 11.05% | 20.39%-9.3pp | 386.44%-375.4pp | 24.14%-13.1pp |
| Employer contribution / active EE | $1,575 | $1,031+52.8% | $3,558-55.7% | $1,862-15.4% |
| Participant deferral / active EE | $4,208 | $2,200+91.2% | $4,137+1.7% | $2,980+41.2% |
| Admin fee / account holder | $89 | $4,583-98.1% | $6,673-98.7% | $3,703-97.6% |