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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,846 |
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 | $22,379 | $70,917-68.4% | $98,920-77.4% | $73,493-69.5% |
| Participation rate | 53.8% | 73.8%-20.0pp | 76.0%-22.3pp | 70.7%-16.9pp |
| Annual return | 15.82% | 34.18%-18.4pp | 196.47%-180.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,017 | $2,037-50.1% | $2,689-62.2% | $2,270-55.2% |
| Participant deferral / active EE | $1,569 | $3,501-55.2% | $4,245-63.0% | $3,740-58.1% |
| Admin fee / account holder | $142 | $535-73.4% | $6,643-97.9% | $513-72.2% |