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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,423 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,983 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,893 | $61,052-39.6% | $142,898-74.2% | $79,389-53.5% |
| Participation rate | 58.0% | 60.1%-2.1pp | 72.0%-13.9pp | 70.7%-12.7pp |
| Annual return | 34.39% | 16.02%+18.4pp | 5639.64%-5605.3pp | 116.89%-82.5pp |
| Employer contribution / active EE | $362 | $1,481-75.5% | $4,146-91.3% | $2,428-85.1% |
| Participant deferral / active EE | $1,039 | $2,879-63.9% | $3,838-72.9% | $4,046-74.3% |
| Admin fee / account holder | $166 | $659-74.8% | $6,560-97.5% | $626-73.5% |