Filed April 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $147,260 |
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 | $97,784 | $76,774+27.4% | $112,249-12.9% | $77,906+25.5% |
| Participation rate | 64.1% | 80.2%-16.0pp | 75.1%-10.9pp | 73.7%-9.6pp |
| Annual return | -16.60% | -10.25%-6.3pp | 27.48%-44.1pp | 12.16%-28.8pp |
| Employer contribution / active EE | $2,663 | $3,977-33.0% | $3,636-26.8% | $2,846-6.4% |
| Participant deferral / active EE | $6,663 | $3,778+76.3% | $4,729+40.9% | $4,805+38.7% |
| Admin fee / account holder | $93 | $239-60.9% | $6,412-98.5% | $133-29.5% |