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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $10,054 |
Service code 10 · EIN 38-1402622 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,643 | $77,677+39.9% | $109,188-0.5% | $79,389+36.8% |
| Participation rate | 39.4% | 67.8%-28.4pp | 75.9%-36.5pp | 70.7%-31.3pp |
| Annual return | 13.37% | 23.44%-10.1pp | 25.76%-12.4pp | 116.89%-103.5pp |
| Employer contribution / active EE | $1,599 | $2,798-42.9% | $3,723-57.1% | $2,428-34.2% |
| Participant deferral / active EE | $3,408 | $3,517-3.1% | $4,654-26.8% | $4,046-15.8% |
| Admin fee / account holder | $182 | $732-75.2% | $6,755-97.3% | $626-71.0% |