Filed December 4, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $943,693 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,783 | $47,540-58.4% | $79,591-75.1% | $89,433-77.9% |
| Participation rate | 54.5% | 54.9%-0.4pp | 69.5%-15.0pp | 71.3%-16.8pp |
| Annual return | -15.23% | -8.05%-7.2pp | 0.18%-15.4pp | -11.88%-3.3pp |
| Employer contribution / active EE | $663 | $1,122-40.9% | $2,413-72.5% | $3,021-78.1% |
| Participant deferral / active EE | $1,542 | $1,961-21.4% | $3,986-61.3% | $5,125-69.9% |
| Admin fee / account holder | $59 | $59+1.6% | $6,815-99.1% | $79-25.1% |