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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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,646 | $43,730+125.6% | $66,674+48.0% | $64,097+53.9% |
| Participation rate | 69.2% | 50.7%+18.5pp | 73.7%-4.4pp | 55.2%+14.0pp |
| Annual return | 11.11% | 53.62%-42.5pp | 321.24%-310.1pp | 34.64%-23.5pp |
| Employer contribution / active EE | $1,977 | $1,673+18.1% | $2,620-24.6% | $1,891+4.5% |
| Participant deferral / active EE | $3,522 | $2,122+66.0% | $4,084-13.8% | $3,080+14.4% |
| Admin fee / account holder | $81 | $2,708-97.0% | $5,098-98.4% | $3,454-97.6% |