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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $160 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,291 | $51,288-7.8% | $81,982-42.3% | $73,412-35.6% |
| Participation rate | 19.3% | 64.0%-44.7pp | 69.3%-49.9pp | 72.2%-52.9pp |
| Annual return | 10.72% | 29.48%-18.8pp | 41.31%-30.6pp | 59.30%-48.6pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $366 | $2,715-86.5% | $3,722-90.2% | $3,806-90.4% |
| Admin fee / account holder | $7 | $125-94.5% | $5,665-99.9% | $158-95.6% |