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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $18,584 |
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 | $5,819 | $45,382-87.2% | $154,110-96.2% | $75,289-92.3% |
| Participation rate | 41.7% | 65.9%-24.2pp | 83.0%-41.3pp | 72.4%-30.7pp |
| Annual return | -6.12% | -0.47%-5.7pp | 735.22%-741.3pp | -0.04%-6.1pp |
| Employer contribution / active EE | $745 | $1,533-51.4% | $5,298-85.9% | $2,405-69.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $8 | $89-91.3% | $13,412-99.9% | $102-92.4% |