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| Provider | Service type | Compensation |
|---|---|---|
PAI4+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,176 | $82,130-90.0% | $453,569-98.2% | $79,391-89.7% |
| Participation rate | 48.1% | 73.4%-25.3pp | 78.0%-30.0pp | 70.7%-22.7pp |
| Annual return | 16.39% | 345.31%-328.9pp | 64.43%-48.0pp | 116.88%-100.5pp |
| Employer contribution / active EE | $0 | $2,659-100.0% | $4,072-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,034 | $4,314-52.8% | $6,211-67.2% | $4,046-49.7% |
| Admin fee / account holder | $84 | $531-84.1% | $11,214-99.2% | $627-86.6% |