Filed March 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,501 |
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 | $18,359 | $28,109-34.7% | $71,086-74.2% | $56,287-67.4% |
| Participation rate | 20.3% | 40.4%-20.1pp | 54.7%-34.3pp | 69.9%-49.5pp |
| Annual return | -6.56% | -615.05%+608.5pp | 650.59%-657.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $541 | $1,116-51.5% | $1,874-71.1% | $3,350-83.8% |
| Admin fee / account holder | $273 | $585-53.4% | $3,082-91.2% | $521-47.7% |