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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,017 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,832 | $83,884-46.6% | $64,101-30.1% | $74,460-39.8% |
| Participation rate | 69.4% | 76.6%-7.2pp | 72.3%-2.9pp | 70.7%-1.3pp |
| Annual return | 7.79% | 16.57%-8.8pp | 33.72%-25.9pp | 34.38%-26.6pp |
| Employer contribution / active EE | $1,255 | $3,084-59.3% | $2,749-54.4% | $2,638-52.4% |
| Participant deferral / active EE | $1,939 | $3,692-47.5% | $3,881-50.0% | $4,530-57.2% |
| Admin fee / account holder | $57 | $196-70.9% | $3,070-98.1% | $348-83.6% |