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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,243 |
Service code 49 · EIN 74-2794194 | Other Services | $1,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,464 | $64,176+33.2% | $112,249-23.9% | $66,938+27.7% |
| Participation rate | 67.2% | 68.4%-1.2pp | 75.1%-7.8pp | 69.8%-2.6pp |
| Annual return | -19.88% | -13.80%-6.1pp | 27.48%-47.4pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,036 | $3,007-65.6% | $3,636-71.5% | $2,545-59.3% |
| Participant deferral / active EE | $5,039 | $3,694+36.4% | $4,729+6.5% | $4,238+18.9% |
| Admin fee / account holder | $9 | $626-98.6% | $6,412-99.9% | $594-98.5% |