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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,148 |
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.
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 | $16,056 | $35,986-55.4% | $77,552-79.3% | $73,497-78.2% |
| Participation rate | 17.7% | 40.8%-23.2pp | 54.2%-36.5pp | 70.7%-53.0pp |
| Annual return | 40.72% | 19.26%+21.5pp | 54.82%-14.1pp | 28.51%+12.2pp |
| Employer contribution / active EE | $60 | $557-89.2% | $987-93.9% | $2,270-97.3% |
| Participant deferral / active EE | $833 | $1,198-30.4% | $1,861-55.2% | $3,740-77.7% |
| Admin fee / account holder | $295 | $466-36.6% | $2,859-89.7% | $513-42.5% |