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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,260 | $32,085-36.9% | $40,145,923-99.9% | $57,658-64.9% |
| Participation rate | 31.5% | 66.0%-34.5pp | 68.4%-37.0pp | 70.2%-38.8pp |
| Annual return | 9.96% | 9.60%+0.4pp | 5.24%+4.7pp | 5.13%+4.8pp |
| Employer contribution / active EE | $0 | $1,179-100.0% | $1,844-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $865 | $1,957-55.8% | $2,591-66.6% | $3,061-71.7% |
| Admin fee / account holder | $115 | $75+52.9% | $2,903-96.0% | $95+21.5% |