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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,678 | $56,640-63.5% | $78,002-73.5% | $55,167-62.5% |
| Participation rate | 63.2% | 73.3%-10.2pp | 75.5%-12.4pp | 69.0%-5.8pp |
| Annual return | 7.08% | 2868.48%-2861.4pp | 425.99%-418.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $336 | $1,724-80.5% | $2,470-86.4% | $1,963-82.9% |
| Participant deferral / active EE | $2,539 | $2,778-8.6% | $3,497-27.4% | $3,054-16.9% |
| Admin fee / account holder | $14 | $467-97.0% | $5,481-99.7% | $504-97.2% |