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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,391 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,464 | $39,286-75.9% | $80,741-88.3% | $79,391-88.1% |
| Participation rate | 18.1% | 41.0%-22.9pp | 54.2%-36.1pp | 70.7%-52.6pp |
| Annual return | 15.38% | 98.95%-83.6pp | 87.30%-71.9pp | 116.88%-101.5pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $410 | $1,264-67.6% | $2,145-80.9% | $4,046-89.9% |
| Admin fee / account holder | $125 | $647-80.6% | $3,380-96.3% | $627-80.0% |