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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,490 |
Service code 49 · EIN 51-6041053 | Other Services | $20,290 |
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.
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 | $29,763 | $65,960-54.9% | $81,882-63.7% | $77,762-61.7% |
| Participation rate | 18.5% | 65.8%-47.3pp | 72.4%-53.9pp | 70.6%-52.1pp |
| Annual return | 19.35% | 26.64%-7.3pp | 779.47%-760.1pp | 31.27%-11.9pp |
| Employer contribution / active EE | $450 | $2,375-81.0% | $2,916-84.6% | $2,728-83.5% |
| Participant deferral / active EE | $757 | $3,505-78.4% | $4,323-82.5% | $4,651-83.7% |
| Admin fee / account holder | $275 | $526-47.8% | $7,360-96.3% | $433-36.6% |