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| Provider | Service type | Compensation |
|---|---|---|
ATFINANCIAL1+ years Service code 13 · EIN 92-6009524 | Contract Administrator | $2,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,693 | $50,898-69.2% | $171,082-90.8% | $55,167-71.6% |
| Participation rate | 55.5% | 63.3%-7.8pp | 76.7%-21.2pp | 69.0%-13.5pp |
| Annual return | 33.74% | 15.34%+18.4pp | 32.56%+1.2pp | 169.23%-135.5pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,231 | $2,994-25.5% | $4,797-53.5% | $3,054-27.0% |
| Admin fee / account holder | $32 | $500-93.6% | $8,520-99.6% | $504-93.7% |