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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $1,807 |
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 | $69,416 | $40,479+71.5% | $78,210-11.2% | $62,293+11.4% |
| Participation rate | 48.4% | 54.6%-6.1pp | 68.7%-20.3pp | 69.5%-21.1pp |
| Annual return | 15.21% | 66.31%-51.1pp | 40.90%-25.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $654 | $1,024-36.2% | $2,034-67.9% | $2,042-68.0% |
| Participant deferral / active EE | $2,619 | $1,718+52.5% | $2,823-7.2% | $3,169-17.3% |
| Admin fee / account holder | $19 | $376-95.0% | $3,758-99.5% | $479-96.1% |