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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $982 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,867 | $33,067-88.3% | $76,518-94.9% | $56,289-93.1% |
| Participation rate | 78.2% | 55.4%+22.8pp | 68.0%+10.2pp | 69.9%+8.4pp |
| Annual return | -7.99% | 2.72%-10.7pp | -0.27%-7.7pp | -9.96%+2.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $973 | $2,240-56.6% | $3,836-74.6% | $3,350-71.0% |
| Admin fee / account holder | $5 | $537-99.0% | $4,849-99.9% | $521-99.0% |