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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,692 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $14,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,084 | $56,095-37.5% | $178,499-80.3% | $90,274-61.1% |
| Participation rate | 55.6% | 65.6%-10.0pp | 81.9%-26.3pp | 73.4%-17.8pp |
| Annual return | 17.85% | 28.81%-11.0pp | 151.10%-133.3pp | 53.97%-36.1pp |
| Employer contribution / active EE | $889 | $1,572-43.5% | $5,011-82.3% | $2,523-64.8% |
| Participant deferral / active EE | $1,855 | $2,669-30.5% | $5,202-64.3% | $4,231-56.2% |
| Admin fee / account holder | $163 | $101+61.6% | $13,986-98.8% | $114+42.6% |