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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,843 | $63,442-57.7% | $68,791-61.0% | $66,914-59.9% |
| Participation rate | 57.0% | 60.0%-3.0pp | 69.0%-12.1pp | 69.8%-12.8pp |
| Annual return | -20.85% | -8.29%-12.6pp | -6.38%-14.5pp | 1.58%-22.4pp |
| Employer contribution / active EE | $568 | $1,775-68.0% | $2,655-78.6% | $2,544-77.7% |
| Participant deferral / active EE | $2,348 | $2,945-20.3% | $3,941-40.4% | $4,237-44.6% |
| Admin fee / account holder | $173 | $577-70.0% | $4,932-96.5% | $593-70.8% |