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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,311 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $28,159 | $58,888-52.2% | $178,498-84.2% | $73,493-61.7% |
| Participation rate | 30.8% | 66.2%-35.4pp | 81.9%-51.1pp | 70.7%-39.8pp |
| Annual return | 14.19% | 24.86%-10.7pp | 151.09%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $426 | $2,236-80.9% | $5,011-91.5% | $2,270-81.2% |
| Participant deferral / active EE | $626 | $2,568-75.6% | $5,202-88.0% | $3,740-83.3% |
| Admin fee / account holder | $74 | $400-81.6% | $13,985-99.5% | $513-85.7% |