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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $12,678 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $542 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,615 | $44,873+10.6% | $79,466-37.6% | $56,287-11.9% |
| Participation rate | 67.8% | 68.7%-0.9pp | 73.3%-5.5pp | 69.9%-2.1pp |
| Annual return | -6.48% | 0.81%-7.3pp | 718.28%-724.8pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,004 | $2,140-6.4% | $2,800-28.4% | $2,111-5.1% |
| Participant deferral / active EE | $5,524 | $2,746+101.2% | $3,704+49.2% | $3,350+64.9% |
| Admin fee / account holder | $5 | $418-98.9% | $5,104-99.9% | $521-99.1% |