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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,780 |
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 | $56,437 | $52,507+7.5% | $129,406-56.4% | $74,478-24.2% |
| Participation rate | 60.1% | 53.9%+6.2pp | 69.6%-9.6pp | 67.2%-7.1pp |
| Annual return | 14.47% | 15.64%-1.2pp | 9468.18%-9453.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,863 | $1,534+21.5% | $4,155-55.2% | $2,626-29.0% |
| Participant deferral / active EE | $4,121 | $2,801+47.1% | $4,167-1.1% | $4,350-5.3% |
| Admin fee / account holder | $119 | $2,639-95.5% | $7,689-98.4% | $1,946-93.9% |