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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,321 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,593 | $46,297-62.0% | $71,671-75.5% | $62,292-71.8% |
| Participation rate | 22.0% | 60.6%-38.7pp | 68.7%-46.8pp | 69.5%-47.5pp |
| Annual return | 14.99% | 22.32%-7.3pp | 20.65%-5.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $188 | $1,412-86.7% | $2,460-92.3% | $2,042-90.8% |
| Participant deferral / active EE | $905 | $2,235-59.5% | $3,438-73.7% | $3,169-71.5% |
| Admin fee / account holder | $140 | $461-69.6% | $5,558-97.5% | $479-70.8% |