Filed October 25, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 92-1664169 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,801 | $82,678-44.6% | $125,391-63.5% | $68,490-33.1% |
| Participation rate | 42.5% | 75.1%-32.6pp | 82.4%-39.9pp | 67.9%-25.4pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,221 | $3,382-63.9% | $4,816-74.7% | $2,597-53.0% |
| Participant deferral / active EE | $2,216 | $6,111-63.7% | $7,448-70.2% | $4,028-45.0% |
| Admin fee / account holder | $10 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |