Filed January 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,175 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,359 | $37,196-15.7% | $154,114-79.7% | $55,725-43.7% |
| Participation rate | 25.5% | 64.1%-38.6pp | 83.0%-57.6pp | 70.9%-45.4pp |
| Annual return | -4.79% | 1319.68%-1324.5pp | 735.16%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $783 | $2,068-62.2% | $5,081-84.6% | $3,356-76.7% |
| Admin fee / account holder | $102 | $102+0.3% | $13,411-99.2% | $115-11.6% |