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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,188 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,434 | $56,511-81.5% | $185,837-94.4% | $86,813-88.0% |
| Participation rate | 5.0% | 65.5%-60.5pp | 81.7%-76.7pp | 72.3%-67.3pp |
| Annual return | 32.33% | 118.12%-85.8pp | 122.08%-89.7pp | 97.93%-65.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $113 | $2,554-95.6% | $5,568-98.0% | $4,131-97.3% |
| Admin fee / account holder | $159 | $150+6.5% | $16,241-99.0% | $170-6.0% |