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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,506 | $84,499-73.4% | $125,391-82.1% | $66,949-66.4% |
| Participation rate | 23.3% | 76.4%-53.1pp | 82.4%-59.1pp | 69.8%-46.5pp |
| Annual return | -19.08% | -8.49%-10.6pp | 572.41%-591.5pp | 1.57%-20.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,606 | $6,785-32.1% | $7,448-38.2% | $4,239+8.7% |
| Admin fee / account holder | $78 | $685-88.6% | $10,009-99.2% | $594-86.9% |