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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $992 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,415 | $136,307-71.1% | $177,840-77.8% | $73,493-46.4% |
| Participation rate | 19.6% | 86.1%-66.5pp | 87.7%-68.1pp | 70.7%-51.1pp |
| Annual return | 16.25% | 18.68%-2.4pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,651 | $5,829-71.7% | $7,714-78.6% | $3,740-55.9% |
| Admin fee / account holder | $31 | $596-94.7% | $12,431-99.7% | $513-93.9% |