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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,160 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,345 | $73,823+72.5% | $379,746-66.5% | $73,493+73.3% |
| Participation rate | 64.3% | 73.1%-8.8pp | 78.4%-14.1pp | 70.7%-6.4pp |
| Annual return | 9.96% | 29.06%-19.1pp | 34.90%-24.9pp | 28.51%-18.6pp |
| Employer contribution / active EE | $5 | $2,472-99.8% | $3,540-99.9% | $2,270-99.8% |
| Participant deferral / active EE | $5,119 | $4,038+26.8% | $6,024-15.0% | $3,740+36.9% |
| Admin fee / account holder | $119 | $607-80.4% | $7,927-98.5% | $513-76.8% |