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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 | Contract Administrator | $7,870 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $710 | $82,163-99.1% | $125,381-99.4% | $64,819-98.9% |
| Participation rate | 64.3% | 77.9%-13.6pp | 82.4%-18.1pp | 71.5%-7.2pp |
| Annual return | -0.37% | 3.49%-3.9pp | 572.31%-572.7pp | 32.84%-33.2pp |
| Employer contribution / active EE | $134 | $3,616-96.3% | $4,815-97.2% | $2,507-94.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $6 | $163-96.3% | $10,007-99.9% | $188-96.8% |