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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,932 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,262 | $84,499-64.2% | $125,391-75.9% | $66,949-54.8% |
| Participation rate | 40.6% | 76.4%-35.8pp | 82.4%-41.8pp | 69.8%-29.2pp |
| Annual return | -8.47% | -8.49%0pp | 572.41%-580.9pp | 1.57%-10.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,652 | $6,785-60.9% | $7,448-64.4% | $4,239-37.5% |
| Admin fee / account holder | $173 | $685-74.7% | $10,009-98.3% | $594-70.8% |