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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $3,771 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,338 | $76,112-1.0% | $96,534-22.0% | $71,511+5.4% |
| Participation rate | 66.1% | 74.4%-8.3pp | 76.0%-9.9pp | 67.9%-1.9pp |
| Annual return | 14.98% | 22.81%-7.8pp | 25.88%-10.9pp | 28.86%-13.9pp |
| Employer contribution / active EE | $212 | $2,248-90.6% | $2,965-92.8% | $2,589-91.8% |
| Participant deferral / active EE | $2,350 | $4,217-44.3% | $4,851-51.6% | $4,291-45.2% |
| Admin fee / account holder | $5 | $2,708-99.8% | $8,253-99.9% | $1,588-99.7% |