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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2879032 | Contract Administrator | $0 |
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 | $21,259 | $52,961-59.9% | $172,752-87.7% | $65,185-67.4% |
| Participation rate | 18.0% | 66.2%-48.2pp | 82.6%-64.6pp | 70.2%-52.2pp |
| Annual return | 17.16% | 30.12%-13.0pp | 802.97%-785.8pp | 29.38%-12.2pp |
| Employer contribution / active EE | $318 | $2,190-85.5% | $5,144-93.8% | $2,177-85.4% |
| Participant deferral / active EE | $511 | $2,471-79.3% | $5,198-90.2% | $3,514-85.5% |
| Admin fee / account holder | $96 | $472-79.7% | $13,955-99.3% | $847-88.7% |