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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,321 |
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 | $12,680 | $47,163-73.1% | $149,696-91.5% | $74,460-83.0% |
| Participation rate | 3.5% | 63.4%-59.9pp | 78.8%-75.2pp | 70.7%-67.2pp |
| Annual return | 20.27% | 22.75%-2.5pp | 134.46%-114.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $126 | $2,730-95.4% | $5,682-97.8% | $4,530-97.2% |
| Admin fee / account holder | $158 | $343-53.9% | $13,212-98.8% | $348-54.5% |