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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $2,530 | $28,416-91.1% | $73,550-96.6% | $69,631-96.4% |
| Participation rate | 25.0% | 38.3%-13.3pp | 54.9%-29.9pp | 70.7%-45.7pp |
| Annual return | 17.18% | -694.13%+711.3pp | -15.16%+32.3pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $42 | $430-90.4% | $1,219-96.6% | $2,032-98.0% |
| Participant deferral / active EE | $363 | $897-59.5% | $1,804-79.9% | $3,224-88.7% |
| Admin fee / account holder | $30 | $104-71.7% | $2,320-98.7% | $110-73.3% |