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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,045 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,166 | $98,982-68.5% | $162,163-80.8% | $65,185-52.2% |
| Participation rate | 20.3% | 85.8%-65.5pp | 87.6%-67.3pp | 70.2%-49.9pp |
| Annual return | 35.14% | 24.84%+10.3pp | 115.59%-80.5pp | 29.38%+5.8pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,619 | $5,384-69.9% | $7,298-77.8% | $3,514-53.9% |
| Admin fee / account holder | $37 | $596-93.8% | $10,843-99.7% | $847-95.6% |