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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2879032 | Contract Administrator | $356 |
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.
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 | $20,340 | $47,977-57.6% | $154,108-86.8% | $56,289-63.9% |
| Participation rate | 22.5% | 66.2%-43.7pp | 83.0%-60.6pp | 69.9%-47.4pp |
| Annual return | -5.75% | 3.54%-9.3pp | 735.21%-741.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $358 | $2,169-83.5% | $5,298-93.2% | $2,111-83.0% |
| Participant deferral / active EE | $574 | $2,392-76.0% | $5,081-88.7% | $3,350-82.9% |
| Admin fee / account holder | $83 | $438-81.0% | $13,411-99.4% | $521-84.0% |