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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $1,695 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,871 | $46,732-63.9% | $156,551-89.2% | $55,167-69.4% |
| Participation rate | 46.3% | 65.8%-19.5pp | 84.0%-37.7pp | 69.0%-22.7pp |
| Annual return | 9.99% | 17.72%-7.7pp | 32.23%-22.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,851 | $2,204-16.0% | $4,871-62.0% | $3,054-39.4% |
| Admin fee / account holder | $21 | $418-95.1% | $13,028-99.8% | $504-95.9% |