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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,966 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,855 | $77,817-56.5% | $123,553-72.6% | $64,173-47.2% |
| Participation rate | 41.5% | 74.7%-33.2pp | 82.3%-40.8pp | 69.6%-28.1pp |
| Annual return | -7.80% | 12.49%-20.3pp | 119.21%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $778 | $3,014-74.2% | $4,628-83.2% | $2,381-67.3% |
| Participant deferral / active EE | $1,978 | $5,240-62.2% | $6,426-69.2% | $3,470-43.0% |
| Admin fee / account holder | $90 | $5,519-98.4% | $9,284-99.0% | $4,887-98.2% |