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| Provider | Service type | Compensation |
|---|---|---|
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,360 | $44,425-78.9% | $67,834-86.2% | $55,167-83.0% |
| Participation rate | 46.8% | 59.7%-12.9pp | 68.8%-22.0pp | 69.0%-22.2pp |
| Annual return | 9.50% | 17.80%-8.3pp | 138.47%-129.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $580 | $1,351-57.1% | $2,403-75.9% | $1,963-70.4% |
| Participant deferral / active EE | $1,006 | $2,166-53.5% | $3,160-68.2% | $3,054-67.1% |
| Admin fee / account holder | $34 | $530-93.5% | $4,622-99.3% | $504-93.2% |