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| Provider | Service type | Compensation |
|---|---|---|
PAI4 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,341 |
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 | $17,060 | $65,322-73.9% | $70,476-75.8% | $73,493-76.8% |
| Participation rate | 41.4% | 77.0%-35.6pp | 75.1%-33.7pp | 70.7%-29.3pp |
| Annual return | 14.57% | 15.71%-1.1pp | 109.12%-94.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,288 | $3,375-32.2% | $3,710-38.3% | $3,740-38.8% |
| Admin fee / account holder | $104 | $214-51.2% | $3,847-97.3% | $513-79.7% |