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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,969 |
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.
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 | $25,360 | $55,470-54.3% | $155,556-83.7% | $74,478-66.0% |
| Participation rate | 69.6% | 61.9%+7.7pp | 78.2%-8.6pp | 67.2%+2.4pp |
| Annual return | 12.15% | 269.80%-257.7pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $35 | $2,267-98.4% | $4,675-99.2% | $2,626-98.7% |
| Participant deferral / active EE | $2,290 | $2,838-19.3% | $5,631-59.3% | $4,350-47.4% |
| Admin fee / account holder | $42 | $1,744-97.6% | $15,885-99.7% | $1,946-97.8% |