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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $300 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,899 | $54,355-45.0% | $82,744-63.9% | $68,486-56.3% |
| Participation rate | 16.3% | 63.9%-47.6pp | 72.6%-56.2pp | 67.9%-51.6pp |
| Annual return | -19.26% | -13.67%-5.6pp | 702.22%-721.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $792 | $3,246-75.6% | $4,395-82.0% | $4,028-80.3% |
| Admin fee / account holder | $13 | $4,397-99.7% | $5,325-99.8% | $5,404-99.8% |