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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $1,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,366 | $33,914+75.0% | $63,412-6.4% | $52,331+13.4% |
| Participation rate | 48.1% | 59.6%-11.5pp | 67.1%-19.0pp | 68.1%-20.0pp |
| Annual return | -0.92% | 3.22%-4.1pp | 4.04%-5.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $542 | $1,121-51.7% | $1,814-70.1% | $1,882-71.2% |
| Participant deferral / active EE | $2,169 | $1,733+25.1% | $2,496-13.1% | $3,022-28.2% |
| Admin fee / account holder | $13 | $353-96.3% | $3,753-99.7% | $592-97.8% |