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| Provider | Service type | Compensation |
|---|---|---|
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,453 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,703 | $57,384-97.0% | $106,387-98.4% | $56,289-97.0% |
| Participation rate | 49.5% | 71.3%-21.8pp | 77.5%-27.9pp | 69.9%-20.3pp |
| Annual return | 0.00% | 5.91%-5.9pp | 0.25%-0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,348-100.0% | $3,520-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,064 | $3,799-72.0% | $5,421-80.4% | $3,350-68.2% |
| Admin fee / account holder | $50 | $566-91.1% | $7,510-99.3% | $521-90.3% |