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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $2,149 |
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 | $56,432 | $36,694+53.8% | $40,145,923-99.9% | $55,167+2.3% |
| Participation rate | 45.1% | 57.2%-12.1pp | 68.4%-23.3pp | 69.0%-23.9pp |
| Annual return | 6.12% | 10.16%-4.0pp | 5.24%+0.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $523 | $1,135-53.9% | $1,844-71.7% | $1,963-73.4% |
| Participant deferral / active EE | $2,092 | $1,679+24.6% | $2,591-19.3% | $3,054-31.5% |
| Admin fee / account holder | $22 | $175-87.5% | $2,903-99.2% | $504-95.6% |