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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,300 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,223 | $82,163-79.0% | $125,381-86.3% | $64,819-73.4% |
| Participation rate | 45.6% | 77.9%-32.3pp | 82.4%-36.8pp | 71.5%-25.9pp |
| Annual return | 17.50% | 3.49%+14.0pp | 572.31%-554.8pp | 32.84%-15.3pp |
| Employer contribution / active EE | $1,716 | $3,616-52.5% | $4,815-64.4% | $2,507-31.5% |
| Participant deferral / active EE | $3,524 | $7,175-50.9% | $7,448-52.7% | $4,311-18.3% |
| Admin fee / account holder | $30 | $163-81.5% | $10,007-99.7% | $188-83.9% |