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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $61,903 | $40,479+52.9% | $78,210-20.9% | $62,293-0.6% |
| Participation rate | 35.7% | 54.6%-18.9pp | 68.7%-33.0pp | 69.5%-33.8pp |
| Annual return | 13.94% | 66.31%-52.4pp | 40.90%-27.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $159 | $1,024-84.5% | $2,034-92.2% | $2,042-92.2% |
| Participant deferral / active EE | $2,358 | $1,718+37.3% | $2,823-16.5% | $3,169-25.6% |
| Admin fee / account holder | $41 | $376-89.2% | $3,758-98.9% | $479-91.5% |