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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,453 |
BENEFIT ASSOCIATES, INC.5 years Service code 49 · EIN 95-3775762 | Other Services | $5,683 |
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.
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 | $41,502 | $95,417-56.5% | $135,974-69.5% | $74,460-44.3% |
| Participation rate | 63.4% | 78.2%-14.9pp | 81.9%-18.6pp | 70.7%-7.4pp |
| Annual return | 23.44% | 32.76%-9.3pp | 68.30%-44.9pp | 34.38%-10.9pp |
| Employer contribution / active EE | $1,673 | $3,878-56.9% | $4,859-65.6% | $2,638-36.6% |
| Participant deferral / active EE | $3,385 | $7,789-56.5% | $7,760-56.4% | $4,530-25.3% |
| Admin fee / account holder | $175 | $266-34.1% | $10,767-98.4% | $348-49.6% |