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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,662 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,282 | $60,788-53.5% | $85,705-67.0% | $79,389-64.4% |
| Participation rate | 39.7% | 62.1%-22.5pp | 69.9%-30.2pp | 70.7%-31.1pp |
| Annual return | 11.09% | 16.57%-5.5pp | 21.49%-10.4pp | 116.89%-105.8pp |
| Employer contribution / active EE | $0 | $1,664-100.0% | $2,619-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $574 | $2,920-80.4% | $3,924-85.4% | $4,046-85.8% |
| Admin fee / account holder | $152 | $439-65.4% | $6,877-97.8% | $626-75.8% |