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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,390 | $202,342-33.6% | $172,752-22.2% | $152,897-12.1% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 18.25% | 1029.83%-1011.6pp | 802.97%-784.7pp | 345.43%-327.2pp |
| Employer contribution / active EE | $4,286 | $5,858-26.8% | $5,144-16.7% | $4,764-10.0% |
| Participant deferral / active EE | $5,114 | $5,948-14.0% | $5,198-1.6% | $5,851-12.6% |
| Admin fee / account holder | $2,567 | $17,111-85.0% | $13,955-81.6% | $11,599-77.9% |