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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,853 |
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).
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 | $30,754 | $50,385-39.0% | $75,501-59.3% | $62,293-50.6% |
| Participation rate | 45.9% | 67.7%-21.8pp | 72.4%-26.5pp | 69.5%-23.6pp |
| Annual return | 20.61% | 19.90%+0.7pp | 27.35%-6.7pp | 28.90%-8.3pp |
| Employer contribution / active EE | $669 | $1,537-56.5% | $2,352-71.6% | $2,042-67.3% |
| Participant deferral / active EE | $2,164 | $2,445-11.5% | $3,142-31.1% | $3,169-31.7% |
| Admin fee / account holder | $41 | $384-89.2% | $5,801-99.3% | $479-91.4% |