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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,430 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,073 | $98,982-51.4% | $162,171-70.4% | $65,185-26.3% |
| Participation rate | 37.6% | 85.8%-48.2pp | 87.6%-50.0pp | 70.2%-32.6pp |
| Annual return | 40.35% | 24.84%+15.5pp | 115.60%-75.3pp | 29.38%+11.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,174 | $5,384-41.1% | $7,297-56.5% | $3,514-9.7% |
| Admin fee / account holder | $67 | $596-88.7% | $10,843-99.4% | $847-92.1% |