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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $783,624 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 0.39% | 9.71%-9.3pp | 32.33%-31.9pp | 9.11%-8.7pp |
| Employer contribution / active EE | $7,940 | $7,317+8.5% | $33,960-76.6% | $12,231-35.1% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |