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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,909 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,511 | $65,908-73.4% | $81,812-78.6% | $77,643-77.4% |
| Participation rate | 18.2% | 65.8%-47.6pp | 72.3%-54.2pp | 70.6%-52.4pp |
| Annual return | 17.43% | 26.64%-9.2pp | 773.79%-756.4pp | 31.24%-13.8pp |
| Employer contribution / active EE | $603 | $2,370-74.6% | $2,912-79.3% | $2,726-77.9% |
| Participant deferral / active EE | $510 | $3,505-85.4% | $4,319-88.2% | $4,647-89.0% |
| Admin fee / account holder | $89 | $526-83.1% | $7,386-98.8% | $430-79.3% |