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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,645 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $9,411 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES Service code 13 · EIN 62-1200951 | Contract Administrator | $1,200 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,619 | $60,795-48.0% | $69,461-54.5% | $65,185-51.5% |
| Participation rate | 59.1% | 74.9%-15.8pp | 74.6%-15.5pp | 70.2%-11.1pp |
| Annual return | 1.70% | 17.46%-15.8pp | 28.97%-27.3pp | 29.38%-27.7pp |
| Employer contribution / active EE | $727 | $2,452-70.4% | $2,779-73.9% | $2,177-66.6% |
| Participant deferral / active EE | $1,926 | $3,162-39.1% | $3,536-45.5% | $3,514-45.2% |
| Admin fee / account holder | $144 | $314-54.0% | $3,840-96.2% | $847-83.0% |