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| Provider | Service type | Compensation |
|---|---|---|
PAI3+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,629 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,182 | $73,823-91.6% | $379,746-98.4% | $73,497-91.6% |
| Participation rate | 0.0% | 73.1%-73.1pp | 78.4%-78.4pp | 70.7%-70.7pp |
| Annual return | 15.34% | 29.06%-13.7pp | 34.90%-19.6pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,393 | $4,038-65.5% | $6,024-76.9% | $3,740-62.7% |
| Admin fee / account holder | $79 | $607-86.9% | $7,927-99.0% | $513-84.6% |