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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-2530412 | Other Services | $9,719 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,646 | $47,553+107.4% | $136,867-27.9% | $69,733+41.5% |
| Participation rate | 69.2% | 61.4%+7.9pp | 74.5%-5.3pp | 62.5%+6.8pp |
| Annual return | 11.11% | -91.50%+102.6pp | 42.97%-31.9pp | 15.22%-4.1pp |
| Employer contribution / active EE | $1,977 | $2,087-5.3% | $3,547-44.3% | $2,250-12.2% |
| Participant deferral / active EE | $3,522 | $2,300+53.1% | $4,924-28.5% | $3,054+15.3% |
| Admin fee / account holder | $81 | $3,496-97.7% | $10,340-99.2% | $3,102-97.4% |