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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,470 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,536 | $65,092-77.7% | $143,799-89.9% | $66,938-78.3% |
| Participation rate | 48.6% | 65.2%-16.6pp | 80.3%-31.7pp | 69.8%-21.2pp |
| Annual return | -9.67% | -11.14%+1.5pp | -0.04%-9.6pp | 1.58%-11.2pp |
| Employer contribution / active EE | $282 | $2,362-88.1% | $4,952-94.3% | $2,545-88.9% |
| Participant deferral / active EE | $1,189 | $2,920-59.3% | $5,638-78.9% | $4,238-71.9% |
| Admin fee / account holder | $90 | $502-82.1% | $14,677-99.4% | $594-84.8% |