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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,726 | $60,323-52.4% | $81,812-64.9% | $74,495-61.4% |
| Participation rate | 44.8% | 62.9%-18.1pp | 72.3%-27.6pp | 67.2%-22.4pp |
| Annual return | 10.67% | 16.90%-6.2pp | 773.79%-763.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $458 | $2,620-82.5% | $2,912-84.3% | $2,623-82.6% |
| Participant deferral / active EE | $973 | $3,387-71.3% | $4,319-77.5% | $4,346-77.6% |
| Admin fee / account holder | $29 | $1,486-98.0% | $7,386-99.6% | $1,942-98.5% |