Filed November 21, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,544 | $47,163+26.3% | $149,696-60.2% | $74,460-20.0% |
| Participation rate | 33.7% | 63.4%-29.7pp | 78.8%-45.1pp | 70.7%-37.0pp |
| Annual return | 17.44% | 22.75%-5.3pp | 134.46%-117.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $780 | $1,907-59.1% | $4,821-83.8% | $2,638-70.4% |
| Participant deferral / active EE | $2,484 | $2,730-9.0% | $5,682-56.3% | $4,530-45.2% |
| Admin fee / account holder | $92 | $343-73.2% | $13,212-99.3% | $348-73.5% |