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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,291 | $46,332-19.5% | $143,799-74.1% | $64,819-42.5% |
| Participation rate | 1.6% | 64.2%-62.6pp | 80.3%-78.7pp | 71.5%-69.8pp |
| Annual return | -12.24% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $32 | $2,647-98.8% | $5,638-99.4% | $4,311-99.3% |
| Admin fee / account holder | $369 | $154+139.7% | $14,677-97.5% | $188+96.3% |