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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,439 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $18,904 |
FARMER & BETTS1 year Service code 13 · EIN 94-3322438 | Contract Administrator | $6,876 |
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC Service code 13 | Contract Administrator | $4,081 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,693 | $89,282-38.7% | $94,679-42.2% | $74,440-26.5% |
| Participation rate | 62.8% | 82.4%-19.6pp | 80.8%-18.0pp | 70.7%-7.9pp |
| Annual return | 61.55% | 25.96%+35.6pp | 156.75%-95.2pp | 34.37%+27.2pp |
| Employer contribution / active EE | $3,822 | $3,022+26.4% | $3,673+4.1% | $2,638+44.9% |
| Participant deferral / active EE | $5,332 | $8,425-36.7% | $7,417-28.1% | $4,529+17.7% |
| Admin fee / account holder | $272 | $219+24.5% | $7,233-96.2% | $348-21.7% |