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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $35 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,387 | $62,928-8.8% | $172,753-66.8% | $67,582-15.1% |
| Participation rate | 41.5% | 64.5%-23.0pp | 82.6%-41.2pp | 71.3%-29.8pp |
| Annual return | 13.72% | 30.36%-16.6pp | 803.00%-789.3pp | 378.57%-364.9pp |
| Employer contribution / active EE | $500 | $1,636-69.4% | $5,144-90.3% | $2,148-76.7% |
| Participant deferral / active EE | $737 | $2,145-65.6% | $5,198-85.8% | $3,539-79.2% |
| Admin fee / account holder | $310 | $167+85.9% | $13,956-97.8% | $142+117.7% |