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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,746 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,438 | $66,302-33.0% | $110,243-59.7% | $56,287-21.1% |
| Participation rate | 54.6% | 74.9%-20.3pp | 79.8%-25.2pp | 69.9%-15.2pp |
| Annual return | -0.26% | -1.18%+0.9pp | 314.76%-315.0pp | -9.96%+9.7pp |
| Employer contribution / active EE | $624 | $2,047-69.5% | $3,827-83.7% | $2,111-70.4% |
| Participant deferral / active EE | $1,853 | $3,381-45.2% | $4,672-60.3% | $3,350-44.7% |
| Admin fee / account holder | $198 | $698-71.6% | $8,548-97.7% | $521-61.9% |