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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,303 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,998 |
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 | $38,520 | $104,336-63.1% | $159,487-75.8% | $86,821-55.6% |
| Participation rate | 66.8% | 77.7%-10.9pp | 82.8%-16.0pp | 72.3%-5.5pp |
| Annual return | 24.34% | 26.32%-2.0pp | 263.71%-239.4pp | 97.94%-73.6pp |
| Employer contribution / active EE | $2,024 | $3,451-41.4% | $4,831-58.1% | $2,406-15.9% |
| Participant deferral / active EE | $4,353 | $6,837-36.3% | $7,354-40.8% | $4,132+5.4% |
| Admin fee / account holder | $152 | $172-11.8% | $10,804-98.6% | $170-10.5% |