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 | $52,450+89.8% | $129,384-23.1% | $74,459+33.7% |
| Participation rate | 40.8% | 53.8%-13.0pp | 69.6%-28.8pp | 67.2%-26.4pp |
| Annual return | 12.48% | 15.65%-3.2pp | 9461.77%-9449.3pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,393 | $1,532-9.1% | $4,153-66.5% | $2,626-46.9% |
| Participant deferral / active EE | $4,272 | $2,797+52.7% | $4,166+2.6% | $4,350-1.8% |
| Admin fee / account holder | $306 | $2,636-88.4% | $7,686-96.0% | $1,945-84.3% |