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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,533 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,807 | $30,107-50.8% | $61,501-75.9% | $64,824-77.2% |
| Participation rate | 31.6% | 36.4%-4.8pp | 52.6%-21.0pp | 71.5%-39.9pp |
| Annual return | -17.50% | -13.99%-3.5pp | 339.04%-356.5pp | 32.84%-50.3pp |
| Employer contribution / active EE | $591 | $537+10.2% | $1,160-49.0% | $2,507-76.4% |
| Participant deferral / active EE | $1,222 | $1,126+8.5% | $2,125-42.5% | $4,311-71.7% |
| Admin fee / account holder | $161 | $148+8.5% | $2,132-92.5% | $188-14.4% |