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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $19,308 |
MUELLER PROST2+ years Service code 10 7733 FORSYTH BLVD STE 1200 · ST LOUIS, MO 63105 | Accounting | $9,800 |
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.
Annual investment return 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 | $28,598 | $77,638-63.2% | $156,551-81.7% | $62,881-54.5% |
| Participation rate | 45.1% | 71.2%-26.1pp | 84.0%-38.9pp | 69.3%-24.2pp |
| Annual return | 4.48% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,749 | $3,046-42.6% | $4,871-64.1% | $3,203-45.4% |
| Admin fee / account holder | $77 | $5,561-98.6% | $13,028-99.4% | $4,296-98.2% |