Filed July 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,048 |
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 | $86,206 | $46,332+86.1% | $143,797-40.1% | $64,824+33.0% |
| Participation rate | 0.0% | 64.2%-64.2pp | 80.3%-80.3pp | 71.5%-71.5pp |
| Annual return | -14.08% | -10.05%-4.0pp | -0.04%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $127 | $2,647-95.2% | $5,638-97.7% | $4,311-97.1% |
| Admin fee / account holder | $66 | $154-57.4% | $14,679-99.6% | $188-65.1% |