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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $12,871 |
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 | $14,207 | $40,278-64.7% | $80,607-82.4% | $80,149-82.3% |
| Participation rate | 53.8% | 47.5%+6.3pp | 67.0%-13.2pp | 72.9%-19.1pp |
| Annual return | 21.47% | 50.86%-29.4pp | 936.11%-914.6pp | 40.39%-18.9pp |
| Employer contribution / active EE | $2,588 | $1,332+94.3% | $2,724-5.0% | $2,977-13.1% |
| Participant deferral / active EE | $941 | $2,696-65.1% | $4,448-78.9% | $5,015-81.2% |
| Admin fee / account holder | $16 | $210-92.2% | $5,379-99.7% | $145-88.7% |