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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,937 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,745 | $39,948-53.1% | $89,400-79.0% | $73,412-74.5% |
| Participation rate | 6.1% | 50.4%-44.3pp | 68.0%-61.9pp | 72.2%-66.0pp |
| Annual return | 15.07% | 50.12%-35.0pp | 245.64%-230.6pp | 59.30%-44.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $473 | $2,193-78.4% | $3,890-87.9% | $3,806-87.6% |
| Admin fee / account holder | $110 | $134-18.3% | $4,882-97.8% | $158-30.5% |