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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $7,722 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,379 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,467 | $73,638-31.5% | $95,964-47.4% | $73,497-31.3% |
| Participation rate | 45.7% | 76.2%-30.5pp | 77.1%-31.4pp | 70.7%-25.0pp |
| Annual return | 13.20% | 16.78%-3.6pp | 91.64%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $719 | $1,863-61.4% | $2,541-71.7% | $2,270-68.3% |
| Participant deferral / active EE | $1,753 | $3,617-51.5% | $4,167-57.9% | $3,740-53.1% |
| Admin fee / account holder | $48 | $482-90.1% | $6,797-99.3% | $513-90.7% |