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| Provider | Service type | Compensation |
|---|---|---|
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,054 |
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 | $4,817 | $64,919-92.6% | $392,568-98.8% | $65,186-92.6% |
| Participation rate | 48.2% | 72.0%-23.8pp | 78.1%-29.8pp | 70.2%-22.0pp |
| Annual return | 25.58% | 26.09%-0.5pp | 24.42%+1.2pp | 29.39%-3.8pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,510 | $3,668-58.8% | $5,985-74.8% | $3,514-57.0% |
| Admin fee / account holder | $84 | $634-86.8% | $6,260-98.7% | $847-90.1% |