Filed January 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,104 | $52,293-19.5% | $178,498-76.4% | $73,412-42.6% |
| Participation rate | 27.6% | 65.3%-37.7pp | 81.9%-54.3pp | 72.2%-44.6pp |
| Annual return | 14.00% | 34.75%-20.7pp | 151.09%-137.1pp | 59.30%-45.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $913 | $2,332-60.9% | $5,202-82.5% | $3,806-76.0% |
| Admin fee / account holder | $127 | $127-0.5% | $13,985-99.1% | $158-19.7% |