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 | $50,820+6.6% | $155,567-65.2% | $77,671-30.3% |
| Participation rate | 47.4% | 63.1%-15.7pp | 78.2%-30.8pp | 70.6%-23.1pp |
| Annual return | 15.77% | 34.85%-19.1pp | 64.74%-49.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,709 | $2,823+66.8% | $5,628-16.3% | $4,648+1.3% |
| Admin fee / account holder | $65 | $436-85.1% | $15,916-99.6% | $430-85.0% |