Filed February 12, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,349 | $62,166+103.2% | $81,353+55.3% | $74,459+69.7% |
| Participation rate | 67.5% | 64.1%+3.4pp | 69.5%-2.1pp | 67.2%+0.2pp |
| Annual return | 16.61% | 16.50%+0.1pp | 24.82%-8.2pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $2,459 | $1,881+30.8% | $2,464-0.2% | $2,626-6.3% |
| Participant deferral / active EE | $5,421 | $3,223+68.2% | $3,885+39.6% | $4,350+24.6% |
| Admin fee / account holder | $315 | $1,925-83.6% | $5,766-94.5% | $1,945-83.8% |