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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $8,415 | $72,272-88.4% | $101,264-91.7% | $79,858-89.5% |
| Participation rate | 64.9% | 68.5%-3.5pp | 75.8%-10.9pp | 69.6%-4.7pp |
| Annual return | 12.14% | 22.30%-10.2pp | 46.48%-34.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $160 | $2,692-94.0% | $3,660-95.6% | $2,471-93.5% |
| Participant deferral / active EE | $1,681 | $3,282-48.8% | $4,370-61.5% | $3,740-55.0% |
| Admin fee / account holder | $104 | $4,401-97.6% | $5,947-98.3% | $5,306-98.0% |