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| Provider | Service type | Compensation |
|---|---|---|
PAI1 year Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $11,105 |
Service code 27 2142 MARKET ST STE A101 · CAMP HILL, PA 17011 | Advisory (Plan) | $8,033 |
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 | $58,394 | $85,766-31.9% | $136,298-57.2% | $70,126-16.7% |
| Participation rate | 46.2% | 74.2%-27.9pp | 81.9%-35.7pp | 69.5%-23.3pp |
| Annual return | 17.81% | 31.46%-13.6pp | 5156.27%-5138.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,691 | $2,966-43.0% | $4,696-64.0% | $2,343-27.8% |
| Participant deferral / active EE | $3,707 | $5,051-26.6% | $6,247-40.7% | $3,332+11.3% |
| Admin fee / account holder | -$39 | $5,421-100.7% | $9,244-100.4% | $4,645-100.8% |