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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $33,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,702 | $63,768-9.5% | $98,506-41.4% | $79,389-27.3% |
| Participation rate | 69.0% | 69.9%-0.9pp | 73.3%-4.3pp | 70.7%-1.7pp |
| Annual return | 13.60% | 626.18%-612.6pp | 1494.92%-1481.3pp | 116.89%-103.3pp |
| Employer contribution / active EE | $1,374 | $2,558-46.3% | $2,961-53.6% | $2,428-43.4% |
| Participant deferral / active EE | $2,115 | $3,305-36.0% | $4,277-50.5% | $4,046-47.7% |
| Admin fee / account holder | $298 | $516-42.2% | $5,955-95.0% | $626-52.4% |