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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 | $52,450+7.6% | $129,397-56.4% | $74,429-24.2% |
| Participation rate | 60.1% | 53.8%+6.2pp | 69.6%-9.5pp | 67.2%-7.1pp |
| Annual return | 14.47% | 15.65%-1.2pp | 9453.98%-9439.5pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,863 | $1,532+21.6% | $4,154-55.1% | $2,625-29.0% |
| Participant deferral / active EE | $4,121 | $2,797+47.3% | $4,167-1.1% | $4,348-5.2% |
| Admin fee / account holder | $119 | $2,636-95.5% | $7,679-98.4% | $1,944-93.9% |