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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,772 | $47,163-51.7% | $149,696-84.8% | $74,460-69.4% |
| Participation rate | 52.2% | 63.4%-11.2pp | 78.8%-26.5pp | 70.7%-18.5pp |
| Annual return | 9.79% | 22.75%-13.0pp | 134.46%-124.7pp | 34.38%-24.6pp |
| Employer contribution / active EE | $644 | $1,907-66.2% | $4,821-86.6% | $2,638-75.6% |
| Participant deferral / active EE | $1,896 | $2,730-30.6% | $5,682-66.6% | $4,530-58.1% |
| Admin fee / account holder | $78 | $343-77.2% | $13,212-99.4% | $348-77.6% |