Filed June 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,437 |
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.
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 | $55,584 | $45,382+22.5% | $154,111-63.9% | $75,289-26.2% |
| Participation rate | 12.5% | 65.9%-53.4pp | 83.0%-70.5pp | 72.4%-59.9pp |
| Annual return | -2.37% | -0.47%-1.9pp | 735.18%-737.6pp | -0.04%-2.3pp |
| Employer contribution / active EE | $165 | $1,533-89.2% | $5,298-96.9% | $2,405-93.1% |
| Participant deferral / active EE | $397 | $2,384-83.4% | $5,081-92.2% | $3,739-89.4% |
| Admin fee / account holder | $208 | $89+133.0% | $13,411-98.4% | $102+103.5% |