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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 16-1503696 | Contract Administrator | $39,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,006 | $58,320-28.0% | $86,451-51.4% | $66,949-37.3% |
| Participation rate | 35.9% | 78.6%-42.7pp | 80.3%-44.4pp | 69.8%-33.9pp |
| Annual return | -17.05% | -9.71%-7.3pp | 4398.51%-4415.6pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,080 | $2,615-58.7% | $3,770-71.4% | $2,545-57.6% |
| Participant deferral / active EE | $1,979 | $6,899-71.3% | $6,953-71.5% | $4,239-53.3% |
| Admin fee / account holder | $403 | $546-26.2% | $6,734-94.0% | $594-32.1% |