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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,269 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,303 | $92,186-16.1% | $105,624-26.8% | $77,762-0.6% |
| Participation rate | 17.1% | 81.0%-64.0pp | 75.3%-58.2pp | 70.6%-53.5pp |
| Annual return | 30.43% | 17.83%+12.6pp | 116.20%-85.8pp | 31.27%-0.8pp |
| Employer contribution / active EE | $0 | $3,376-100.0% | $3,168-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,232 | $5,395-77.2% | $5,013-75.4% | $4,651-73.5% |
| Admin fee / account holder | $8 | $219-96.3% | $10,961-99.9% | $433-98.1% |