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| Provider | Service type | Compensation |
|---|---|---|
PAI3+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,367 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,516 | $46,966-73.4% | $185,117-93.2% | $69,631-82.0% |
| Participation rate | 26.0% | 65.3%-39.2pp | 77.3%-51.2pp | 70.7%-44.7pp |
| Annual return | 20.79% | 22.36%-1.6pp | 40.50%-19.7pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $466 | $1,360-65.7% | $4,182-88.9% | $2,032-77.1% |
| Participant deferral / active EE | $848 | $3,017-71.9% | $5,045-83.2% | $3,224-73.7% |
| Admin fee / account holder | $38 | $94-59.6% | $8,159-99.5% | $110-65.7% |