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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $3,675 |
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 | $95,136 | $49,177+93.5% | $79,467+19.7% | $64,173+48.2% |
| Participation rate | 69.5% | 65.0%+4.4pp | 73.3%-3.9pp | 69.6%-0.1pp |
| Annual return | 8.28% | -1.16%+9.4pp | 718.30%-710.0pp | 7.63%+0.6pp |
| Employer contribution / active EE | $4,797 | $2,076+131.1% | $2,800+71.3% | $2,381+101.5% |
| Participant deferral / active EE | $2,252 | $2,821-20.2% | $3,704-39.2% | $3,470-35.1% |
| Admin fee / account holder | $40 | $3,839-99.0% | $5,104-99.2% | $4,887-99.2% |