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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMERICAL SUPPORT SERVICES Service code 13 · EIN 94-1606517 | Contract Administrator | $844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $5,818 | $44,989-87.1% | $170,435-96.6% | $77,958-92.5% |
| Participation rate | 63.3% | 64.6%-1.3pp | 83.6%-20.3pp | 71.6%-8.3pp |
| Annual return | 13.43% | 19.61%-6.2pp | 205.94%-192.5pp | 20.87%-7.4pp |
| Employer contribution / active EE | $1,230 | $1,466-16.1% | $5,432-77.3% | $2,310-46.7% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-99.4% | $13,881-100.0% | $97-99.6% |