Filed April 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $158,500 |
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 the discovery of a loss from fraud or dishonesty.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,435 | $88,479+15.8% | $96,520+6.1% | $80,149+27.8% |
| Participation rate | 64.1% | 79.9%-15.8pp | 74.3%-10.2pp | 72.9%-8.8pp |
| Annual return | 17.76% | 22.53%-4.8pp | 35.72%-18.0pp | 40.39%-22.6pp |
| Employer contribution / active EE | $2,252 | $4,177-46.1% | $3,739-39.8% | $2,977-24.3% |
| Participant deferral / active EE | $4,784 | $3,961+20.8% | $4,879-1.9% | $5,015-4.6% |
| Admin fee / account holder | $96 | $211-54.4% | $6,733-98.6% | $145-33.5% |