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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $13,520 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,966 | $75,388-58.9% | $123,552-74.9% | $55,725-44.4% |
| Participation rate | 6.6% | 75.7%-69.1pp | 82.3%-75.7pp | 70.9%-64.3pp |
| Annual return | -9.48% | 4.48%-14.0pp | 119.20%-128.7pp | 244.93%-254.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $788 | $5,651-86.0% | $6,426-87.7% | $3,356-76.5% |
| Admin fee / account holder | $288 | $120+140.2% | $9,285-96.9% | $115+149.7% |