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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,311 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,203 | $113,568-69.0% | $67,575-47.9% | $199,960-82.4% |
| Participation rate | 34.3% | 73.3%-39.0pp | 72.9%-38.6pp | 72.0%-37.7pp |
| Annual return | 15.99% | 15.88%+0.1pp | 3528.98%-3513.0pp | 34.28%-18.3pp |
| Employer contribution / active EE | $767 | $3,409-77.5% | $2,736-72.0% | $3,036-74.7% |
| Participant deferral / active EE | $2,134 | $4,163-48.7% | $4,003-46.7% | $5,087-58.1% |
| Admin fee / account holder | $125 | $102+21.6% | $3,993-96.9% | $269-53.7% |