Filed March 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,062 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,183 | $31,679-20.5% | $74,719-66.3% | $65,185-61.4% |
| Participation rate | 19.3% | 40.4%-21.1pp | 54.5%-35.2pp | 70.2%-50.9pp |
| Annual return | 21.85% | 39.04%-17.2pp | 753.05%-731.2pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $554 | $1,191-53.5% | $1,963-71.8% | $3,514-84.2% |
| Admin fee / account holder | $309 | $379-18.5% | $3,334-90.7% | $847-63.5% |