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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,150 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,120 | $66,513-17.1% | $178,510-69.1% | $106,273-48.1% |
| Participation rate | 39.4% | 73.8%-34.3pp | 81.9%-42.5pp | 70.8%-31.4pp |
| Annual return | 0.00% | 21.81%-21.8pp | 151.13%-151.1pp | 21.70%-21.7pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $234 | $3,679-93.6% | $5,202-95.5% | $4,601-94.9% |
| Admin fee / account holder | $0 | $53-99.8% | $13,988-100.0% | $78-99.9% |