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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $17,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,597,639 | $44,425+3496.2% | $67,834+2255.2% | $55,167+2796.0% |
| Participation rate | 0.0% | 59.7%-59.7pp | 68.8%-68.8pp | 69.0%-69.0pp |
| Annual return | 5.79% | 17.80%-12.0pp | 138.47%-132.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,040 | $1,351-23.1% | $2,403-56.7% | $1,963-47.0% |
| Participant deferral / active EE | $1,247 | $2,166-42.4% | $3,160-60.5% | $3,054-59.2% |
| Admin fee / account holder | $8,915 | $530+1580.9% | $4,622+92.9% | $504+1669.1% |