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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $609 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,451 | $34,677-69.9% | $77,024-86.4% | $64,808-83.9% |
| Participation rate | 1.4% | 49.8%-48.5pp | 67.9%-66.5pp | 71.5%-70.1pp |
| Annual return | -16.37% | -5.33%-11.0pp | 42.32%-58.7pp | 32.82%-49.2pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $26 | $2,556-99.0% | $4,426-99.4% | $4,310-99.4% |
| Admin fee / account holder | $61 | $179-65.9% | $5,425-98.9% | $188-67.6% |