Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,327 | $66,302+48.3% | $110,243-10.8% | $56,287+74.7% |
| Participation rate | 11.3% | 74.9%-63.6pp | 79.8%-68.5pp | 69.9%-58.5pp |
| Annual return | -5.33% | -1.18%-4.2pp | 314.76%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,566 | $2,047-23.5% | $3,827-59.1% | $2,111-25.8% |
| Participant deferral / active EE | $4,134 | $3,381+22.3% | $4,672-11.5% | $3,350+23.4% |
| Admin fee / account holder | $427 | $698-38.9% | $8,548-95.0% | $521-18.1% |