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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $640 |
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.
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 | $59,384 | $55,458+7.1% | $76,030-21.9% | $77,762-23.6% |
| Participation rate | 10.8% | 63.6%-52.8pp | 69.1%-58.2pp | 70.6%-59.7pp |
| Annual return | 11.45% | 17.10%-5.6pp | 361.54%-350.1pp | 31.27%-19.8pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $639 | $3,454-81.5% | $4,257-85.0% | $4,651-86.3% |
| Admin fee / account holder | $7 | $411-98.3% | $6,421-99.9% | $433-98.4% |