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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,357 |
HAZARD & SIEGEL AGENCY LLC2 years Service code 49 · EIN 20-0044877 | Other Services | $8,663 |
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).
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 | $34,189 | $78,423-56.4% | $95,964-64.4% | $79,856-57.2% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.6pp |
| Annual return | 19.57% | 19.37%+0.2pp | 91.64%-72.1pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,745 | $3,440+183.3% | $4,167+133.9% | $3,741+160.5% |
| Admin fee / account holder | $193 | $5,622-96.6% | $6,797-97.2% | $5,306-96.4% |