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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-2090931 | Contract Administrator | $13,200 |
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 | $64,516 | $77,677-16.9% | $109,173-40.9% | $79,391-18.7% |
| Participation rate | 34.2% | 67.8%-33.6pp | 75.9%-41.6pp | 70.7%-36.5pp |
| Annual return | 14.58% | 23.44%-8.9pp | 25.75%-11.2pp | 116.88%-102.3pp |
| Employer contribution / active EE | $965 | $2,798-65.5% | $3,723-74.1% | $2,428-60.2% |
| Participant deferral / active EE | $1,668 | $3,517-52.6% | $4,654-64.2% | $4,046-58.8% |
| Admin fee / account holder | $220 | $732-69.9% | $6,755-96.7% | $627-64.9% |