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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,081 |
Service code 49 · EIN 26-2333067 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $46,494 | $42,548+9.3% | $74,549-37.6% | $56,287-17.4% |
| Participation rate | 20.0% | 60.5%-40.5pp | 69.1%-49.1pp | 69.9%-49.9pp |
| Annual return | -6.51% | 12.40%-18.9pp | 32.53%-39.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $810 | $2,277-64.4% | $3,108-73.9% | $3,350-75.8% |
| Admin fee / account holder | $385 | $467-17.6% | $5,059-92.4% | $521-26.1% |