Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-1624203 | Contract Administrator | $33,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,065 | $57,610-44.3% | $154,803-79.3% | $102,872-68.8% |
| Participation rate | 67.8% | 59.5%+8.4pp | 78.1%-10.3pp | 73.0%-5.2pp |
| Annual return | 15.19% | 30.49%-15.3pp | 58.88%-43.7pp | 19.06%-3.9pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $2,716 | $2,914-6.8% | $5,540-51.0% | $5,535-50.9% |
| Admin fee / account holder | $32 | $368-91.4% | $14,329-99.8% | $292-89.2% |