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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,614 |
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 | $43,306 | $73,404-41.0% | $87,104-50.3% | $67,579-35.9% |
| Participation rate | 35.3% | 80.9%-45.6pp | 76.9%-41.6pp | 71.3%-36.0pp |
| Annual return | 21.93% | 48.29%-26.4pp | 28.19%-6.3pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,881 | $2,014-6.6% | $2,521-25.4% | $2,148-12.4% |
| Participant deferral / active EE | $402 | $3,913-89.7% | $4,048-90.1% | $3,539-88.6% |
| Admin fee / account holder | $21 | $142-85.1% | $7,491-99.7% | $142-85.1% |