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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $123,784 |
S B H U LIFE AGENCY INC8 years Service code 49 · EIN 13-2896238 | Other Services | $34,955 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $97,195-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 45.3%-45.3pp | 9.3%-9.3pp |
| Annual return | 9.82% | 9.76%+0.1pp | 5.08%+4.7pp | 9.76%+0.1pp |
| Employer contribution / active EE | $11,154 | $12,965-14.0% | $21,287-47.6% | $12,965-14.0% |
| Participant deferral / active EE | $0 | $143-100.0% | $803-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $19,300-100.0% | $4,785-100.0% |