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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $854 |
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 | $43,031 | $49,763-13.5% | $70,565-39.0% | $74,473-42.2% |
| Participation rate | 21.3% | 64.6%-43.4pp | 68.4%-47.1pp | 70.7%-49.5pp |
| Annual return | 15.74% | 21.21%-5.5pp | 32.79%-17.0pp | 34.36%-18.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,976-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $509 | $3,379-84.9% | $4,568-88.9% | $4,530-88.8% |
| Admin fee / account holder | $7 | $316-97.8% | $6,430-99.9% | $347-98.0% |