Filed March 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $7,308 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,000 | $72,994-9.6% | $120,380-45.2% | $77,692-15.0% |
| Participation rate | 15.9% | 55.2%-39.3pp | 71.9%-56.0pp | 70.6%-54.7pp |
| Annual return | 15.84% | 18.23%-2.4pp | 107.28%-91.4pp | 31.25%-15.4pp |
| Employer contribution / active EE | $536 | $1,793-70.1% | $3,465-84.5% | $2,726-80.3% |
| Participant deferral / active EE | $804 | $3,011-73.3% | $4,992-83.9% | $4,648-82.7% |
| Admin fee / account holder | $72 | $658-89.1% | $9,421-99.2% | $431-83.4% |