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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,345 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,794 | $79,151+4.6% | $60,906+35.9% | $64,819+27.7% |
| Participation rate | 42.8% | 77.7%-34.9pp | 73.1%-30.3pp | 71.5%-28.7pp |
| Annual return | -19.31% | -7.12%-12.2pp | 16.94%-36.2pp | 32.84%-52.2pp |
| Employer contribution / active EE | $636 | $3,052-79.2% | $2,703-76.5% | $2,507-74.6% |
| Participant deferral / active EE | $4,233 | $3,727+13.6% | $3,814+11.0% | $4,311-1.8% |
| Admin fee / account holder | $307 | $106+190.5% | $3,227-90.5% | $188+63.5% |