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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,900 | $58,726-69.5% | $92,240-80.6% | $62,293-71.3% |
| Participation rate | 52.5% | 68.3%-15.8pp | 76.5%-24.0pp | 69.5%-17.0pp |
| Annual return | 33.53% | 43.62%-10.1pp | 176.29%-142.8pp | 28.90%+4.6pp |
| Employer contribution / active EE | $567 | $2,392-76.3% | $3,680-84.6% | $2,042-72.2% |
| Participant deferral / active EE | $1,309 | $2,766-52.7% | $3,897-66.4% | $3,169-58.7% |
| Admin fee / account holder | $19 | $556-96.7% | $5,194-99.6% | $479-96.1% |