Filed August 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,559 | $52,507+89.6% | $129,406-23.1% | $74,478+33.7% |
| Participation rate | 40.8% | 53.9%-13.1pp | 69.6%-28.8pp | 67.2%-26.4pp |
| Annual return | 12.48% | 15.64%-3.2pp | 9468.18%-9455.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,393 | $1,534-9.2% | $4,155-66.5% | $2,626-46.9% |
| Participant deferral / active EE | $4,272 | $2,801+52.6% | $4,167+2.5% | $4,350-1.8% |
| Admin fee / account holder | $306 | $2,639-88.4% | $7,689-96.0% | $1,946-84.3% |