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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,084 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,408 | $40,522-84.2% | $84,637-92.4% | $67,582-90.5% |
| Participation rate | 85.0% | 51.1%+33.9pp | 68.2%+16.7pp | 71.3%+13.7pp |
| Annual return | 52.12% | 32.72%+19.4pp | 258.82%-206.7pp | 378.57%-326.5pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,740 | $2,132-18.4% | $3,900-55.4% | $3,539-50.8% |
| Admin fee / account holder | $82 | $145-43.6% | $4,914-98.3% | $142-42.4% |