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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,017 |
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.
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 | $36,395 | $28,109+29.5% | $71,086-48.8% | $56,287-35.3% |
| Participation rate | 10.1% | 40.4%-30.3pp | 54.7%-44.6pp | 69.9%-59.8pp |
| Annual return | 7.64% | -615.05%+622.7pp | 650.59%-642.9pp | -9.96%+17.6pp |
| Employer contribution / active EE | $146 | $558-73.8% | $1,088-86.6% | $2,111-93.1% |
| Participant deferral / active EE | $313 | $1,116-71.9% | $1,874-83.3% | $3,350-90.6% |
| Admin fee / account holder | $159 | $585-72.8% | $3,082-94.8% | $521-69.5% |