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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $11,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $111,608-100.0% | $177,827-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.7%-87.7pp | 72.2%-72.2pp |
| Annual return | 23.42% | 18.23%+5.2pp | 48.32%-24.9pp | 59.30%-35.9pp |
| Employer contribution / active EE | $2,505 | $3,796-34.0% | $5,918-57.7% | $2,234+12.1% |
| Participant deferral / active EE | $8,511 | $6,199+37.3% | $7,713+10.3% | $3,806+123.6% |
| Admin fee / account holder | $0 | $166-100.0% | $12,429-100.0% | $158-100.0% |