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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
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 | $68,996 | $55,457+24.4% | $77,361-10.8% | $94,015-26.6% |
| Participation rate | 58.7% | 69.8%-11.1pp | 75.0%-16.3pp | 70.8%-12.1pp |
| Annual return | 16.48% | 15.57%+0.9pp | 1011.54%-995.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $2,077 | $2,255-7.9% | $2,990-30.5% | $2,790-25.5% |
| Participant deferral / active EE | $3,507 | $3,069+14.3% | $3,911-10.3% | $4,249-17.5% |
| Admin fee / account holder | $21 | $4,334-99.5% | $5,894-99.6% | $8,951-99.8% |