Filed December 4, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,060,132 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,067 | $53,531-43.8% | $86,251-65.1% | $96,393-68.8% |
| Participation rate | 45.3% | 53.4%-8.1pp | 69.0%-23.6pp | 71.3%-25.9pp |
| Annual return | 38.63% | 20.51%+18.1pp | 1170.54%-1131.9pp | 22.88%+15.8pp |
| Employer contribution / active EE | $776 | $1,158-33.0% | $2,381-67.4% | $3,239-76.0% |
| Participant deferral / active EE | $1,689 | $1,965-14.1% | $3,987-57.6% | $5,455-69.0% |
| Admin fee / account holder | $73 | $55+30.8% | $6,857-98.9% | $74-1.8% |