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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,777 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,429 | $51,620-46.9% | $90,281-69.6% | $65,185-57.9% |
| Participation rate | 46.7% | 68.6%-22.0pp | 73.3%-26.6pp | 70.2%-23.5pp |
| Annual return | 18.50% | 24.94%-6.4pp | 78.10%-59.6pp | 29.38%-10.9pp |
| Employer contribution / active EE | $513 | $2,235-77.0% | $2,854-82.0% | $2,177-76.4% |
| Participant deferral / active EE | $774 | $2,871-73.0% | $3,885-80.1% | $3,514-78.0% |
| Admin fee / account holder | $39 | $384-89.9% | $5,351-99.3% | $847-95.4% |