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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,063 | $65,061-69.2% | $143,757-86.0% | $66,914-70.0% |
| Participation rate | 10.3% | 65.2%-54.9pp | 80.3%-70.0pp | 69.8%-59.5pp |
| Annual return | -29.32% | -11.14%-18.2pp | -0.04%-29.3pp | 1.58%-30.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $726 | $2,919-75.1% | $5,637-87.1% | $4,237-82.9% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.1% |