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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,985 |
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 | $47,163 | $54,320-13.2% | $67,652-30.3% | $52,331-9.9% |
| Participation rate | 45.8% | 73.6%-27.8pp | 75.7%-29.8pp | 68.1%-22.3pp |
| Annual return | 1.29% | 6.81%-5.5pp | 6625.40%-6624.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $221 | $1,544-85.7% | $2,266-90.2% | $1,882-88.3% |
| Participant deferral / active EE | $2,090 | $2,950-29.1% | $3,560-41.3% | $3,022-30.8% |
| Admin fee / account holder | $30 | $527-94.3% | $4,821-99.4% | $592-94.9% |