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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $32,576 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,788 | $53,165-68.4% | $86,216-80.5% | $74,460-77.5% |
| Participation rate | 43.4% | 64.9%-21.4pp | 69.0%-25.5pp | 70.7%-27.3pp |
| Annual return | 16.40% | 22.64%-6.2pp | 1169.42%-1153.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $343 | $1,210-71.7% | $2,382-85.6% | $2,638-87.0% |
| Participant deferral / active EE | $737 | $3,234-77.2% | $3,986-81.5% | $4,530-83.7% |
| Admin fee / account holder | $114 | $551-79.3% | $6,853-98.3% | $348-67.1% |