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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,440 |
S B H U LIFE AGENCY INC6 years Service code 49 · EIN 13-2896238 | Other Services | $14,107 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $0 | $9,556,684-100.0% | $131,914-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 53.8%-53.8pp | 2.4%-2.4pp |
| Annual return | 7.11% | 22.81%-15.7pp | 9.67%-2.6pp | 22.81%-15.7pp |
| Employer contribution / active EE | $3,302 | $18,290-81.9% | $33,327-90.1% | $18,290-81.9% |
| Participant deferral / active EE | $0 | $603-100.0% | $54-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $497-100.0% | $85,222-100.0% |