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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,116 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,926 | $93,182-67.9% | $146,647-79.6% | $79,389-62.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 18.02% | 21.61%-3.6pp | 22.75%-4.7pp | 116.89%-98.9pp |
| Employer contribution / active EE | $2,012 | $2,420-16.8% | $4,137-51.4% | $2,428-17.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $237 | $585-59.5% | $10,281-97.7% | $626-62.2% |