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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $249,125 |
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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.
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 | $0 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | -5.04% | 0.19%-5.2pp | -0.77%-4.3pp | 0.19%-5.2pp |
| Employer contribution / active EE | $7,444 | $13,763-45.9% | $29,514-74.8% | $13,763-45.9% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |