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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,208 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,688 | $51,226-81.1% | $82,744-88.3% | $66,938-85.5% |
| Participation rate | 19.2% | 67.9%-48.7pp | 72.6%-53.4pp | 69.8%-50.6pp |
| Annual return | -16.01% | -9.61%-6.4pp | 702.22%-718.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $449 | $2,612-82.8% | $3,008-85.1% | $2,545-82.4% |
| Participant deferral / active EE | $802 | $3,460-76.8% | $4,395-81.7% | $4,238-81.1% |
| Admin fee / account holder | $27 | $416-93.4% | $5,325-99.5% | $594-95.4% |