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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
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.
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 | $16,546 | $55,002-69.9% | $59,887-72.4% | $56,287-70.6% |
| Participation rate | 6.1% | 75.9%-69.8pp | 74.7%-68.6pp | 69.9%-63.8pp |
| Annual return | -3.95% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $62 | $3,121-98.0% | $3,402-98.2% | $3,350-98.1% |
| Admin fee / account holder | $25 | $236-89.4% | $3,591-99.3% | $521-95.2% |