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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,949 | $40,522-45.8% | $84,637-74.1% | $67,582-67.5% |
| Participation rate | 11.1% | 51.1%-40.1pp | 68.2%-57.2pp | 71.3%-60.2pp |
| Annual return | 217.17% | 32.72%+184.4pp | 258.82%-41.7pp | 378.57%-161.4pp |
| Employer contribution / active EE | $103 | $1,146-91.0% | $2,653-96.1% | $2,148-95.2% |
| Participant deferral / active EE | $627 | $2,132-70.6% | $3,900-83.9% | $3,539-82.3% |
| Admin fee / account holder | $121 | $145-16.8% | $4,914-97.5% | $142-15.0% |