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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.
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 | $34,634-69.8% | $77,096-86.4% | $64,819-83.9% |
| Participation rate | 1.4% | 49.8%-48.4pp | 67.9%-66.5pp | 71.5%-70.1pp |
| Annual return | -16.37% | -5.31%-11.1pp | 42.35%-58.7pp | 32.84%-49.2pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $26 | $2,553-99.0% | $4,429-99.4% | $4,311-99.4% |
| Admin fee / account holder | $61 | $178-65.8% | $5,428-98.9% | $188-67.6% |