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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $8,488 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,656 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,625 | $65,453-36.4% | $86,698-52.0% | $66,938-37.8% |
| Participation rate | 54.7% | 75.5%-20.8pp | 76.6%-21.9pp | 69.8%-15.1pp |
| Annual return | -11.77% | -10.89%-0.9pp | 35.95%-47.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,135 | $2,154-47.3% | $2,837-60.0% | $2,545-55.4% |
| Participant deferral / active EE | $2,096 | $4,102-48.9% | $4,656-55.0% | $4,238-50.6% |
| Admin fee / account holder | $29 | $642-95.5% | $7,493-99.6% | $594-95.1% |