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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $68,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,160 | $51,223-35.3% | $82,763-59.9% | $66,949-50.5% |
| Participation rate | 58.1% | 67.9%-9.8pp | 72.6%-14.5pp | 69.8%-11.7pp |
| Annual return | -14.13% | -9.85%-4.3pp | 702.45%-716.6pp | 1.57%-15.7pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,627 | $3,460-24.1% | $4,395-40.2% | $4,239-38.0% |
| Admin fee / account holder | $351 | $415-15.6% | $5,325-93.4% | $594-40.9% |