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| Provider | Service type | Compensation |
|---|---|---|
PAI1 year Service code 13 1201 ENTERPRISE DRIVE, SUITE D · DE PERE, WI 54115 | Contract Administrator | $7,665 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,520 | $65,453-90.0% | $86,698-92.5% | $66,938-90.3% |
| Participation rate | 28.1% | 75.5%-47.3pp | 76.6%-48.5pp | 69.8%-41.7pp |
| Annual return | -3.87% | -10.89%+7.0pp | 35.95%-39.8pp | 1.58%-5.4pp |
| Employer contribution / active EE | $1,115 | $2,154-48.2% | $2,837-60.7% | $2,545-56.2% |
| Participant deferral / active EE | $1,735 | $4,102-57.7% | $4,656-62.7% | $4,238-59.1% |
| Admin fee / account holder | $69 | $642-89.3% | $7,493-99.1% | $594-88.4% |