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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,656 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $29,386 | $81,474-63.9% | $133,971-78.1% | $73,493-60.0% |
| Participation rate | 40.5% | 76.4%-35.8pp | 79.8%-39.3pp | 70.7%-30.2pp |
| Annual return | 20.45% | 19.40%+1.0pp | 45.09%-24.6pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,161 | $2,209-47.4% | $3,919-70.4% | $2,270-48.8% |
| Participant deferral / active EE | $1,868 | $3,786-50.7% | $5,047-63.0% | $3,740-50.1% |
| Admin fee / account holder | $137 | $713-80.7% | $8,929-98.5% | $513-73.2% |