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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,027 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,975 | $58,726-83.0% | $92,239-89.2% | $62,293-84.0% |
| Participation rate | 29.9% | 68.3%-38.4pp | 76.5%-46.5pp | 69.5%-39.6pp |
| Annual return | 74.68% | 43.62%+31.1pp | 176.29%-101.6pp | 28.90%+45.8pp |
| Employer contribution / active EE | $485 | $2,392-79.7% | $3,680-86.8% | $2,042-76.2% |
| Participant deferral / active EE | $992 | $2,766-64.1% | $3,897-74.5% | $3,169-68.7% |
| Admin fee / account holder | $36 | $556-93.5% | $5,194-99.3% | $479-92.4% |