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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $11,190 | $31,741-64.7% | $56,033-80.0% | $199,960-94.4% |
| Participation rate | 11.2% | 32.3%-21.1pp | 52.5%-41.3pp | 72.0%-60.8pp |
| Annual return | 12.63% | 14.72%-2.1pp | 1711.38%-1698.7pp | 34.28%-21.7pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,041-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $295 | $1,184-75.1% | $1,954-84.9% | $5,087-94.2% |
| Admin fee / account holder | $84 | $426-80.3% | $2,827-97.0% | $269-68.7% |