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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,680 | $123,793-76.0% | $177,840-83.3% | $79,852-62.8% |
| Participation rate | 69.1% | 84.7%-15.5pp | 87.7%-18.6pp | 69.6%-0.5pp |
| Annual return | 23.84% | 22.82%+1.0pp | 48.32%-24.5pp | 31.72%-7.9pp |
| Employer contribution / active EE | $4,069 | $4,095-0.6% | $5,919-31.2% | $2,471+64.7% |
| Participant deferral / active EE | $8,654 | $5,956+45.3% | $7,714+12.2% | $3,740+131.4% |
| Admin fee / account holder | $245 | $7,243-96.6% | $12,431-98.0% | $5,306-95.4% |