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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 | $45,266+117.9% | $103,693-4.9% | $65,306+51.1% |
| Participation rate | 69.2% | 53.3%+15.9pp | 72.6%-3.4pp | 57.7%+11.6pp |
| Annual return | 11.11% | 25.10%-14.0pp | 47.61%-36.5pp | 21.94%-10.8pp |
| Employer contribution / active EE | $1,977 | $1,765+12.0% | $2,920-32.3% | $1,967+0.5% |
| Participant deferral / active EE | $3,522 | $2,099+67.8% | $4,579-23.1% | $2,959+19.0% |
| Admin fee / account holder | $81 | $3,221-97.5% | $7,858-99.0% | $3,480-97.7% |