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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,699 | $58,879-83.5% | $178,490-94.6% | $73,488-86.8% |
| Participation rate | 44.2% | 66.2%-22.0pp | 81.9%-37.7pp | 70.7%-26.5pp |
| Annual return | 12.54% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $125 | $2,236-94.4% | $5,011-97.5% | $2,270-94.5% |
| Participant deferral / active EE | $1,000 | $2,567-61.0% | $5,202-80.8% | $3,740-73.2% |
| Admin fee / account holder | $62 | $400-84.5% | $13,984-99.6% | $513-87.9% |