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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-2090931 | Contract Administrator | $9,906 |
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 | $56,293 | $64,176-12.3% | $112,263-49.9% | $66,949-15.9% |
| Participation rate | 30.8% | 68.4%-37.7pp | 75.1%-44.3pp | 69.8%-39.1pp |
| Annual return | -17.95% | -13.80%-4.1pp | 27.49%-45.4pp | 1.57%-19.5pp |
| Employer contribution / active EE | $1,137 | $3,007-62.2% | $3,636-68.7% | $2,545-55.3% |
| Participant deferral / active EE | $1,856 | $3,694-49.7% | $4,729-60.8% | $4,239-56.2% |
| Admin fee / account holder | $189 | $626-69.8% | $6,410-97.1% | $594-68.2% |