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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,771 |
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 corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,489 | $91,439-3.2% | $135,974-34.9% | $71,511+23.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.3pp | 67.9%-1.3pp |
| Annual return | 25.16% | 29.90%-4.7pp | 68.30%-43.1pp | 28.86%-3.7pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,826 | $7,093+52.6% | $7,760+39.5% | $4,291+152.3% |
| Admin fee / account holder | $130 | $1,267-89.7% | $10,767-98.8% | $1,588-91.8% |