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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,540 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,911 | $68,544-65.1% | $115,752-79.3% | $69,631-65.7% |
| Participation rate | 46.3% | 74.0%-27.7pp | 77.8%-31.5pp | 70.7%-24.4pp |
| Annual return | 38.18% | 20.97%+17.2pp | 19.41%+18.8pp | 27571.02%-27532.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,492-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,416 | $3,887+13.6% | $5,204-15.1% | $3,224+37.0% |
| Admin fee / account holder | $5 | $90-94.2% | $6,278-99.9% | $110-95.3% |