Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,821 | $107,339-80.6% | $85,708-75.7% | $101,555-79.5% |
| Participation rate | 40.3% | 73.0%-32.6pp | 69.9%-29.5pp | 74.5%-34.2pp |
| Annual return | 14.64% | 20.15%-5.5pp | 21.49%-6.9pp | 21.00%-6.4pp |
| Employer contribution / active EE | $540 | $3,291-83.6% | $2,618-79.4% | $2,972-81.8% |
| Participant deferral / active EE | $1,352 | $4,375-69.1% | $3,922-65.5% | $4,874-72.3% |
| Admin fee / account holder | -$19 | $106-117.7% | $6,876-100.3% | $139-113.5% |