Filed January 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,124 |
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 | $67,997 | $46,464+46.3% | $150,298-54.8% | $79,634-14.6% |
| Participation rate | 33.3% | 57.0%-23.7pp | 77.8%-44.5pp | 62.5%-29.2pp |
| Annual return | 16.90% | 27.89%-11.0pp | 62.79%-45.9pp | 36.46%-19.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,898 | $2,157-12.0% | $5,453-65.2% | $3,835-50.5% |
| Admin fee / account holder | $202 | $891-77.3% | $14,116-98.6% | $1,002-79.8% |