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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 40-0127290 | Contract Administrator | $4,890 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,721 | $60,795-69.2% | $69,455-73.0% | $65,185-71.3% |
| Participation rate | 32.3% | 74.9%-42.6pp | 74.6%-42.3pp | 70.2%-37.9pp |
| Annual return | 34.34% | 17.46%+16.9pp | 28.97%+5.4pp | 29.38%+5.0pp |
| Employer contribution / active EE | $553 | $2,452-77.4% | $2,779-80.1% | $2,177-74.6% |
| Participant deferral / active EE | $1,470 | $3,162-53.5% | $3,535-58.4% | $3,514-58.2% |
| Admin fee / account holder | $167 | $314-46.7% | $3,839-95.6% | $847-80.3% |