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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,777 | $38,075-27.0% | $93,515-70.3% | $73,497-62.2% |
| Participation rate | 22.0% | 56.7%-34.7pp | 66.8%-44.9pp | 70.7%-48.7pp |
| Annual return | 20.04% | 17.59%+2.4pp | 78.21%-58.2pp | 28.51%-8.5pp |
| Employer contribution / active EE | $498 | $1,117-55.4% | $2,077-76.0% | $2,270-78.0% |
| Participant deferral / active EE | $678 | $2,012-66.3% | $3,129-78.3% | $3,740-81.9% |
| Admin fee / account holder | $1 | $351-99.6% | $5,235-100.0% | $513-99.7% |