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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,483 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,869 | $25,302-57.0% | $74,723-85.5% | $67,582-83.9% |
| Participation rate | 16.3% | 37.8%-21.5pp | 54.5%-38.1pp | 71.3%-55.0pp |
| Annual return | 23.13% | 10291.17%-10268.0pp | 753.18%-730.1pp | 378.57%-355.4pp |
| Employer contribution / active EE | $48 | $446-89.3% | $1,084-95.6% | $2,148-97.8% |
| Participant deferral / active EE | $529 | $954-44.5% | $1,962-73.0% | $3,539-85.0% |
| Admin fee / account holder | $216 | $108+100.3% | $3,335-93.5% | $142+51.5% |