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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,139 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,966 | $39,948-80.1% | $89,391-91.1% | $73,409-89.1% |
| Participation rate | 1.3% | 50.4%-49.1pp | 68.0%-66.7pp | 72.2%-70.9pp |
| Annual return | 0.00% | 50.12%-50.1pp | 245.62%-245.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $25 | $2,193-98.9% | $3,890-99.4% | $3,805-99.3% |
| Admin fee / account holder | $104 | $134-22.8% | $4,881-97.9% | $158-34.4% |