Filed November 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,456 |
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 | $41,822 | $62,166-32.7% | $81,353-48.6% | $74,459-43.8% |
| Participation rate | 38.5% | 64.1%-25.6pp | 69.5%-31.1pp | 67.2%-28.8pp |
| Annual return | 13.82% | 16.50%-2.7pp | 24.82%-11.0pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $340 | $1,881-82.0% | $2,464-86.2% | $2,626-87.1% |
| Participant deferral / active EE | $2,021 | $3,223-37.3% | $3,885-48.0% | $4,350-53.5% |
| Admin fee / account holder | $125 | $1,925-93.5% | $5,766-97.8% | $1,945-93.6% |