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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $26,163 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,886 | $46,100-93.7% | $86,582-96.7% | $69,631-95.9% |
| Participation rate | 4.9% | 67.2%-62.2pp | 73.5%-68.6pp | 70.7%-65.7pp |
| Annual return | -8.72% | 21.02%-29.7pp | 965.08%-973.8pp | 27571.02%-27579.7pp |
| Employer contribution / active EE | $173 | $1,850-90.7% | $2,839-93.9% | $2,032-91.5% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $209 | $94+123.1% | $4,904-95.7% | $110+89.5% |