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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,598 | $74,188-43.9% | $115,756-64.1% | $64,819-35.8% |
| Participation rate | 68.6% | 76.2%-7.6pp | 77.1%-8.5pp | 71.5%-2.9pp |
| Annual return | -17.95% | -11.81%-6.1pp | 143.14%-161.1pp | 32.84%-50.8pp |
| Employer contribution / active EE | $0 | $3,365-100.0% | $3,793-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $11,989 | $5,294+126.5% | $6,254+91.7% | $4,311+178.1% |
| Admin fee / account holder | $14 | $148-90.4% | $8,124-99.8% | $188-92.4% |