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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% | $110,417-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 52.7%-52.7pp | 10.4%-10.4pp |
| Annual return | 9.82% | 9.31%+0.5pp | 4.76%+5.1pp | 9.31%+0.5pp |
| Employer contribution / active EE | $11,154 | $13,179-15.4% | $19,766-43.6% | $13,179-15.4% |
| Participant deferral / active EE | $0 | $193-100.0% | $761-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $15,244-100.0% | $4,785-100.0% |