Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,175 | $50,919+6.4% | $155,556-65.2% | $77,762-30.3% |
| Participation rate | 47.4% | 63.1%-15.6pp | 78.2%-30.8pp | 70.6%-23.1pp |
| Annual return | 15.77% | 34.84%-19.1pp | 64.84%-49.1pp | 31.27%-15.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,709 | $2,824+66.7% | $5,631-16.4% | $4,651+1.2% |
| Admin fee / account holder | $65 | $437-85.2% | $15,885-99.6% | $433-85.0% |