Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,069 | $54,392-83.3% | $84,753-89.3% | $63,975-85.8% |
| Participation rate | 55.2% | 76.9%-21.7pp | 76.6%-21.4pp | 71.1%-15.9pp |
| Annual return | 8.17% | 611.38%-603.2pp | 22.78%-14.6pp | 48.65%-40.5pp |
| Employer contribution / active EE | $795 | $2,943-73.0% | $3,574-77.8% | $2,182-63.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $136-88.0% | $5,333-99.7% | $70-76.8% |