Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,936 |
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.
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 | $17,930 | $84,572-78.8% | $68,815-73.9% | $78,104-77.0% |
| Participation rate | 37.2% | 73.3%-36.1pp | 69.0%-31.8pp | 74.5%-37.3pp |
| Annual return | -12.27% | -13.88%+1.6pp | -6.37%-5.9pp | 10.90%-23.2pp |
| Employer contribution / active EE | $534 | $3,358-84.1% | $2,656-79.9% | $3,128-82.9% |
| Participant deferral / active EE | $1,299 | $4,666-72.2% | $3,943-67.1% | $5,089-74.5% |
| Admin fee / account holder | $32 | $90-64.3% | $4,936-99.4% | $79-59.4% |