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| Provider | Service type | Compensation |
|---|---|---|
PAI3 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $9,973 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,089 | $54,763-85.2% | $90,324-91.0% | $72,976-88.9% |
| Participation rate | 68.4% | 65.2%+3.3pp | 73.3%-4.9pp | 69.5%-1.1pp |
| Annual return | 1.44% | 30.63%-29.2pp | 78.15%-76.7pp | 81.02%-79.6pp |
| Employer contribution / active EE | $1,045 | $2,093-50.1% | $2,856-63.4% | $2,440-57.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $70 | $3,973-98.2% | $5,356-98.7% | $5,124-98.6% |