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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $28,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,428 | $52,188-14.9% | $86,656-48.7% | $74,473-40.3% |
| Participation rate | 19.2% | 66.3%-47.1pp | 71.7%-52.5pp | 70.7%-51.5pp |
| Annual return | 20.01% | 44.46%-24.4pp | 593.09%-573.1pp | 34.36%-14.3pp |
| Employer contribution / active EE | $689 | $2,282-69.8% | $3,025-77.2% | $2,638-73.9% |
| Participant deferral / active EE | $1,873 | $3,383-44.6% | $4,439-57.8% | $4,530-58.7% |
| Admin fee / account holder | $232 | $319-27.1% | $5,619-95.9% | $347-33.0% |