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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,332 |
HAVEN PRIVATE1 year Service code 27 · EIN 20-4957096 | Advisory (Plan) | $5,612 |
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).
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 | $17,027 | $55,402-69.3% | $76,089-77.6% | $77,714-78.1% |
| Participation rate | 45.0% | 63.6%-18.6pp | 69.1%-24.1pp | 70.6%-25.6pp |
| Annual return | 33.50% | 17.09%+16.4pp | 360.94%-327.4pp | 31.26%+2.2pp |
| Employer contribution / active EE | $520 | $1,789-70.9% | $2,690-80.7% | $2,727-80.9% |
| Participant deferral / active EE | $1,505 | $3,450-56.4% | $4,259-64.7% | $4,649-67.6% |
| Admin fee / account holder | $168 | $410-59.1% | $6,418-97.4% | $433-61.3% |