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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $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.
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 | $43,226 | $58,347-25.9% | $85,709-49.6% | $86,821-50.2% |
| Participation rate | 23.1% | 64.9%-41.8pp | 69.9%-46.8pp | 72.3%-49.2pp |
| Annual return | 16.34% | 18.43%-2.1pp | 21.49%-5.2pp | 97.94%-81.6pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,619-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $360 | $3,065-88.3% | $3,924-90.8% | $4,132-91.3% |
| Admin fee / account holder | $4 | $147-97.5% | $6,876-99.9% | $170-97.9% |