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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $26,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,334 | $26,479-87.4% | $74,719-95.5% | $77,775-95.7% |
| Participation rate | 31.0% | 37.6%-6.6pp | 54.5%-23.5pp | 73.2%-42.2pp |
| Annual return | 19.96% | 38.31%-18.3pp | 753.05%-733.1pp | 32.58%-12.6pp |
| Employer contribution / active EE | $102 | $440-76.8% | $1,084-90.6% | $2,504-95.9% |
| Participant deferral / active EE | $384 | $1,074-64.3% | $1,963-80.4% | $3,966-90.3% |
| Admin fee / account holder | $53 | $119-55.1% | $3,334-98.4% | $100-46.7% |