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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-5923747 | Contract Administrator | $21,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,860 | $65,125-31.1% | $143,797-68.8% | $66,949-33.0% |
| Participation rate | 52.5% | 65.2%-12.8pp | 80.3%-27.9pp | 69.8%-17.4pp |
| Annual return | -23.55% | -11.13%-12.4pp | -0.04%-23.5pp | 1.57%-25.1pp |
| Employer contribution / active EE | $425 | $2,362-82.0% | $4,952-91.4% | $2,545-83.3% |
| Participant deferral / active EE | $2,110 | $2,920-27.8% | $5,638-62.6% | $4,239-50.2% |
| Admin fee / account holder | $249 | $503-50.4% | $14,679-98.3% | $594-58.0% |