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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $37,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,401 | $57,606-69.8% | $67,313-74.1% | $75,289-76.9% |
| Participation rate | 36.8% | 68.2%-31.4pp | 69.1%-32.3pp | 72.4%-35.6pp |
| Annual return | -4.27% | -0.47%-3.8pp | -4.08%-0.2pp | -0.04%-4.2pp |
| Employer contribution / active EE | $769 | $2,206-65.1% | $2,566-70.0% | $2,405-68.0% |
| Participant deferral / active EE | $1,356 | $3,195-57.6% | $3,568-62.0% | $3,739-63.7% |
| Admin fee / account holder | $40 | $83-51.1% | $4,507-99.1% | $102-60.4% |