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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,816 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,279 | $25,302-27.8% | $74,723-75.5% | $67,582-73.0% |
| Participation rate | 15.8% | 37.8%-22.1pp | 54.5%-38.7pp | 71.3%-55.5pp |
| Annual return | 190.28% | 10291.17%-10100.9pp | 753.18%-562.9pp | 378.57%-188.3pp |
| Employer contribution / active EE | $267 | $446-40.3% | $1,084-75.4% | $2,148-87.6% |
| Participant deferral / active EE | $435 | $954-54.4% | $1,962-77.8% | $3,539-87.7% |
| Admin fee / account holder | $76 | $108-29.0% | $3,335-97.7% | $142-46.3% |