Filed April 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,999 |
Service code 49 · EIN 52-2114207 | Other Services | $5,132 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,673 | $62,928-87.8% | $172,755-95.6% | $67,579-88.6% |
| Participation rate | 60.5% | 64.5%-4.0pp | 82.6%-22.2pp | 71.3%-10.8pp |
| Annual return | 21.54% | 30.36%-8.8pp | 802.94%-781.4pp | 378.56%-357.0pp |
| Employer contribution / active EE | $222 | $1,636-86.4% | $5,144-95.7% | $2,148-89.7% |
| Participant deferral / active EE | $1,009 | $2,145-52.9% | $5,198-80.6% | $3,539-71.5% |
| Admin fee / account holder | $64 | $167-61.4% | $13,955-99.5% | $142-54.8% |