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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,049 |
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.
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 | $20,320 | $86,897-76.6% | $151,639-86.6% | $64,819-68.7% |
| Participation rate | 42.6% | 87.3%-44.7pp | 87.5%-44.9pp | 71.5%-28.9pp |
| Annual return | -12.59% | -3.57%-9.0pp | 3.34%-15.9pp | 32.84%-45.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $962 | $6,690-85.6% | $8,363-88.5% | $4,311-77.7% |
| Admin fee / account holder | $69 | $153-54.7% | $11,613-99.4% | $188-63.1% |