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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,733 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $27,137 | $60,795-55.4% | $69,461-60.9% | $65,185-58.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 74.6%-24.6pp | 70.2%-20.2pp |
| Annual return | 6.82% | 17.46%-10.6pp | 28.97%-22.2pp | 29.38%-22.6pp |
| Employer contribution / active EE | $374 | $2,452-84.7% | $2,779-86.5% | $2,177-82.8% |
| Participant deferral / active EE | $1,337 | $3,162-57.7% | $3,536-62.2% | $3,514-62.0% |
| Admin fee / account holder | $129 | $314-58.7% | $3,840-96.6% | $847-84.7% |