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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,660 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $8,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,578 | $78,562-67.4% | $105,608-75.8% | $74,429-65.6% |
| Participation rate | 63.7% | 72.8%-9.1pp | 75.3%-11.6pp | 67.2%-3.5pp |
| Annual return | 13.80% | 15.94%-2.1pp | 116.50%-102.7pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,138 | $2,521-54.9% | $3,167-64.1% | $2,625-56.6% |
| Participant deferral / active EE | $1,766 | $4,321-59.1% | $5,010-64.7% | $4,348-59.4% |
| Admin fee / account holder | $226 | $2,217-89.8% | $11,028-98.0% | $1,944-88.4% |