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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 | $45,900+114.9% | $94,057+4.9% | $64,340+53.3% |
| Participation rate | 69.2% | 50.6%+18.6pp | 73.3%-4.1pp | 55.2%+14.0pp |
| Annual return | 11.11% | 50.47%-39.4pp | 480.62%-469.5pp | 24.14%-13.0pp |
| Employer contribution / active EE | $1,977 | $1,612+22.6% | $2,933-32.6% | $1,862+6.2% |
| Participant deferral / active EE | $3,522 | $2,102+67.6% | $4,709-25.2% | $2,980+18.2% |
| Admin fee / account holder | $81 | $3,143-97.4% | $7,244-98.9% | $3,703-97.8% |