Filed April 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,096 | $61,156-73.7% | $185,823-91.3% | $79,386-79.7% |
| Participation rate | 59.0% | 66.6%-7.6pp | 81.7%-22.7pp | 70.7%-11.7pp |
| Annual return | 14.17% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $819 | $2,321-64.7% | $5,167-84.2% | $2,427-66.3% |
| Participant deferral / active EE | $1,744 | $2,789-37.5% | $5,568-68.7% | $4,046-56.9% |
| Admin fee / account holder | $93 | $710-86.9% | $16,237-99.4% | $626-85.1% |