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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,054 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $19,274 | $155,795-87.6% | $136,298-85.9% | $69,631-72.3% |
| Participation rate | 18.6% | 75.2%-56.6pp | 81.9%-63.3pp | 70.7%-52.0pp |
| Annual return | 33.01% | 232464.33%-232431.3pp | 5156.27%-5123.3pp | 27571.02%-27538.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,591 | $5,394-52.0% | $6,247-58.5% | $3,224-19.6% |
| Admin fee / account holder | $123 | $128-3.7% | $9,244-98.7% | $110+11.8% |