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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,294 | $104,336-89.2% | $159,487-92.9% | $86,821-87.0% |
| Participation rate | 23.6% | 77.7%-54.1pp | 82.8%-59.2pp | 72.3%-48.7pp |
| Annual return | 83.70% | 26.32%+57.4pp | 263.71%-180.0pp | 97.94%-14.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $474 | $6,837-93.1% | $7,354-93.6% | $4,132-88.5% |
| Admin fee / account holder | $99 | $172-42.8% | $10,804-99.1% | $170-41.9% |