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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,136 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,051 | $47,977-74.9% | $154,108-92.2% | $56,289-78.6% |
| Participation rate | 42.5% | 66.2%-23.7pp | 83.0%-40.5pp | 69.9%-27.4pp |
| Annual return | -4.16% | 3.54%-7.7pp | 735.21%-739.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $139 | $2,169-93.6% | $5,298-97.4% | $2,111-93.4% |
| Participant deferral / active EE | $942 | $2,392-60.6% | $5,081-81.5% | $3,350-71.9% |
| Admin fee / account holder | $66 | $438-85.0% | $13,411-99.5% | $521-87.4% |