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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,285 | $93,617-82.6% | $135,982-88.0% | $75,177-78.3% |
| Participation rate | 62.2% | 75.2%-13.0pp | 81.9%-19.7pp | 67.2%-5.0pp |
| Annual return | 28.26% | 30.89%-2.6pp | 68.32%-40.1pp | 160.75%-132.5pp |
| Employer contribution / active EE | $2,926 | $3,538-17.3% | $4,859-39.8% | $2,671+9.5% |
| Participant deferral / active EE | $7,399 | $6,406+15.5% | $7,760-4.7% | $4,126+79.3% |
| Admin fee / account holder | $177 | $6,980-97.5% | $10,767-98.4% | $5,651-96.9% |