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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 | Contract Administrator | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $688 | $100,801-99.3% | $149,745-99.5% | $73,412-99.1% |
| Participation rate | 52.3% | 77.7%-25.4pp | 82.5%-30.2pp | 72.2%-19.9pp |
| Annual return | 46.51% | 265.34%-218.8pp | 276.72%-230.2pp | 59.30%-12.8pp |
| Employer contribution / active EE | $59 | $3,312-98.2% | $4,646-98.7% | $2,234-97.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $4 | $181-97.6% | $9,312-100.0% | $158-97.2% |