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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,328 | $72,303-82.9% | $86,698-85.8% | $64,824-81.0% |
| Participation rate | 67.6% | 80.4%-12.8pp | 76.6%-9.0pp | 71.5%-3.9pp |
| Annual return | -17.47% | 392.77%-410.2pp | 35.96%-53.4pp | 32.84%-50.3pp |
| Employer contribution / active EE | $881 | $2,393-63.2% | $2,837-68.9% | $2,507-64.9% |
| Participant deferral / active EE | $2,872 | $4,660-38.4% | $4,656-38.3% | $4,311-33.4% |
| Admin fee / account holder | $91 | $174-47.7% | $7,492-98.8% | $188-51.6% |