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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $65,327 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $475,227 | $120,450+294.5% | $159,495+198.0% | $93,010+410.9% |
| Participation rate | 68.1% | 78.0%-9.9pp | 82.8%-14.8pp | 73.9%-5.8pp |
| Annual return | 12.14% | 27.11%-15.0pp | 263.72%-251.6pp | 158.70%-146.6pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $8,333 | $7,283+14.4% | $7,354+13.3% | $4,561+82.7% |
| Admin fee / account holder | $40 | $137-71.0% | $10,804-99.6% | $152-73.8% |