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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $34,124 |
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 | $17,385 | $65,292-73.4% | $71,671-75.7% | $77,958-77.7% |
| Participation rate | 41.6% | 67.4%-25.8pp | 68.7%-27.1pp | 71.6%-30.0pp |
| Annual return | 24.94% | 21.25%+3.7pp | 20.65%+4.3pp | 20.87%+4.1pp |
| Employer contribution / active EE | $756 | $2,085-63.7% | $2,460-69.3% | $2,310-67.3% |
| Participant deferral / active EE | $1,287 | $3,008-57.2% | $3,438-62.6% | $3,537-63.6% |
| Admin fee / account holder | $41 | $84-51.6% | $5,558-99.3% | $97-58.0% |