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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $283,511 |
Filed as: HIGHLAND CAPITAL ADVISOR Service code 27 · EIN 20-4284376 | Advisory (Plan) | $27,808 |
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 | $65,280 | $93,462-30.2% | $165,100-60.5% | $99,313-34.3% |
| Participation rate | 56.8% | 79.9%-23.1pp | 78.6%-21.8pp | 71.7%-14.9pp |
| Annual return | 16.06% | 15.71%+0.3pp | 70.21%-54.2pp | 17.67%-1.6pp |
| Employer contribution / active EE | $1,375 | $3,099-55.6% | $4,348-68.4% | $3,264-57.9% |
| Participant deferral / active EE | $2,819 | $5,366-47.5% | $6,035-53.3% | $5,346-47.3% |
| Admin fee / account holder | $80 | $81-1.7% | $12,696-99.4% | $109-26.7% |