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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,107 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,793 |
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 | $10,687 | $53,345-80.0% | $121,147-91.2% | $74,434-85.6% |
| Participation rate | 38.6% | 60.0%-21.4pp | 69.5%-30.9pp | 70.7%-32.2pp |
| Annual return | 28.72% | 35.15%-6.4pp | 986.30%-957.6pp | 34.37%-5.6pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,166-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,928 | $3,221-40.1% | $4,081-52.8% | $4,529-57.4% |
| Admin fee / account holder | $113 | $382-70.3% | $5,646-98.0% | $348-67.4% |