Filed September 4, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,054 | $46,332-65.4% | $143,799-88.8% | $64,819-75.2% |
| Participation rate | 37.5% | 64.2%-26.7pp | 80.3%-42.8pp | 71.5%-33.9pp |
| Annual return | -4.06% | -10.05%+6.0pp | -0.04%-4.0pp | 32.84%-36.9pp |
| Employer contribution / active EE | $466 | $1,911-75.6% | $4,952-90.6% | $2,507-81.4% |
| Participant deferral / active EE | $115 | $2,647-95.6% | $5,638-98.0% | $4,311-97.3% |
| Admin fee / account holder | $11 | $154-93.0% | $14,677-99.9% | $188-94.3% |