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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 43-1021898 | Contract Administrator | $565 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $286 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,297 | $52,639-38.6% | $185,117-82.6% | $62,293-48.2% |
| Participation rate | 64.8% | 63.9%+0.9pp | 77.3%-12.5pp | 69.5%-4.7pp |
| Annual return | 41.62% | 19.57%+22.0pp | 40.50%+1.1pp | 28.90%+12.7pp |
| Employer contribution / active EE | $2,051 | $1,483+38.3% | $4,182-51.0% | $2,042+0.4% |
| Participant deferral / active EE | $3,838 | $3,097+23.9% | $5,045-23.9% | $3,169+21.1% |
| Admin fee / account holder | $6 | $374-98.4% | $8,159-99.9% | $479-98.7% |