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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,292 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,101 | $43,423+10.8% | $78,676-38.9% | $55,167-12.8% |
| Participation rate | 62.8% | 68.0%-5.2pp | 73.6%-10.7pp | 69.0%-6.2pp |
| Annual return | 34.45% | 11.53%+22.9pp | 62.19%-27.7pp | 169.23%-134.8pp |
| Employer contribution / active EE | $1,446 | $1,997-27.6% | $2,850-49.3% | $1,963-26.3% |
| Participant deferral / active EE | $3,752 | $2,509+49.5% | $3,517+6.7% | $3,054+22.8% |
| Admin fee / account holder | $38 | $416-90.9% | $4,510-99.2% | $504-92.5% |