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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $23,146 | $52,961-56.3% | $172,752-86.6% | $65,185-64.5% |
| Participation rate | 45.5% | 66.2%-20.7pp | 82.6%-37.2pp | 70.2%-24.7pp |
| Annual return | 12.19% | 30.12%-17.9pp | 802.97%-790.8pp | 29.38%-17.2pp |
| Employer contribution / active EE | $474 | $2,190-78.4% | $5,144-90.8% | $2,177-78.2% |
| Participant deferral / active EE | $954 | $2,471-61.4% | $5,198-81.6% | $3,514-72.8% |
| Admin fee / account holder | $200 | $472-57.5% | $13,955-98.6% | $847-76.4% |