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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,528 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,322 | $23,224-64.2% | $71,089-88.3% | $55,725-85.1% |
| Participation rate | 13.7% | 37.9%-24.1pp | 54.6%-40.9pp | 70.9%-57.1pp |
| Annual return | -20.23% | -2.87%-17.4pp | 650.65%-670.9pp | 244.93%-265.2pp |
| Employer contribution / active EE | $288 | $436-33.9% | $1,088-73.5% | $2,078-86.1% |
| Participant deferral / active EE | $518 | $929-44.3% | $1,873-72.4% | $3,356-84.6% |
| Admin fee / account holder | $55 | $118-53.3% | $3,082-98.2% | $115-52.1% |