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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,360 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,445 | $29,525-54.5% | $56,033-76.0% | $77,736-82.7% |
| Participation rate | 21.5% | 32.7%-11.2pp | 52.5%-31.0pp | 70.6%-49.1pp |
| Annual return | 14.56% | 18.90%-4.3pp | 1711.38%-1696.8pp | 31.26%-16.7pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,011 | $1,062-4.8% | $1,954-48.2% | $4,651-78.3% |
| Admin fee / account holder | $69 | $1,040-93.4% | $2,827-97.6% | $433-84.1% |